Richardson Financial Services Inc. Reduced Holdings in Q2 2025

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
-165
- 26.96%
$99.77 - $112.45 $16.5K - $18.6K
447 $47.3M
AEP
American Electric Power CO Inc

Utilities
-79
- 3.32%
$98.59 - $109.11 $7.79K - $8.62K
2.3K $240M
G
Genpact LTD

Technology
-302
- 43.7%
$40.65 - $50.56 $12.3K - $15.3K
389 $17.5M
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.25K
- 15.51%
$19.57 - $21.4 $24.5K - $26.8K
6.82K $145M
AON
Aon PLC

Financial Services
-39
- 95.12%
$335.85 - $398.81 $13.1K - $15.6K
2 $714K
ENB
Enbridge Inc

Energy
-351
- 58.79%
$41.09 - $47.16 $14.4K - $16.6K
246 $11.1M
ETR
Entergy Corp

Utilities
-40
- 1.08%
$79.01 - $86.61 $3.16K - $3.46K
3.67K $303M
NOC
Northrop Grumman Corp

Industrials
-10
- 1.02%
$456.3 - $540.39 $4.56K - $5.4K
974 $490M
SO
Southern CO

Utilities
-147
- 19.89%
$84.91 - $92.56 $12.5K - $13.6K
592 $54.6M
MO
Altria Group, Inc.

Consumer Defensive
-75
- 1.6%
$55.56 - $60.91 $4.17K - $4.57K
4.63K $269M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-72
- 27.59%
$99.37 - $134.05 $7.15K - $9.65K
189 $21.5M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-131
- 3.17%
$22.66 - $26.12 $2.97K - $3.42K
4.01K $101M
DTE
Dte Energy CO

Utilities
-20
- 1.38%
$127.39 - $139.49 $2.55K - $2.79K
1.43K $189M
FTSL
First Trust Senior Ln Fund

ETFs
-271
- 5.7%
$44.58 - $46.07 $12.1K - $12.5K
4.48K $206M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-165
- 1.91%
$72.02 - $73.82 $11.9K - $12.2K
8.48K $624M
DUK
Duke Energy Corp

Utilities
-20
- 0.76%
$112.46 - $124.05 $2.25K - $2.48K
2.6K $309M
RY
Royal Bank Of Canada

Financial Services
-122
- 38.61%
$108.36 - $131.55 $13.2K - $16K
194 $25.7M
JHG
Janus Henderson Group PLC

Financial Services
-307
- 39.36%
$29.47 - $38.84 $9.05K - $11.9K
473 $18.7M
WEC
Wec Energy Group, Inc.

Utilities
-17
- 0.93%
$102.24 - $109.76 $1.74K - $1.87K
1.81K $189M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-492
- 38.56%
$17.99 - $18.99 $8.85K - $9.34K
784 $14.9M
OSIS
Osi Systems Inc

Technology
-61
- 40.13%
$174.22 - $239.05 $10.6K - $14.6K
91 $20.6M
CINF
Cincinnati Financial Corp

Financial Services
-75
- 4.45%
$126.6 - $151.6 $9.5K - $11.4K
1.61K $241M
UL
Unilever PLC

Consumer Defensive
-150
- 24.27%
$57.9 - $65.43 $8.69K - $9.81K
468 $28.7M
AYI
Acuity Brands Inc

Industrials
-35
- 43.75%
$223.31 - $304.18 $7.82K - $10.6K
45 $13.8M
BWX
Spdr Bloomberg International T

ETFs
-401
- 28.85%
$21.87 - $23.49 $8.77K - $9.42K
989 $23.2M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-71
- 23.91%
$47.91 - $70.14 $3.4K - $4.98K
226 $12M
VCIT
Vanguard Intermediate Term Cor

ETFs
-86
- 11.62%
$79.56 - $82.92 $6.84K - $7.13K
654 $54M
LNTH
Lantheus Holdings, Inc.

Healthcare
-56
- 50.45%
$73.86 - $108.74 $4.14K - $6.09K
55 $4.37M
HRB
H&R Block Inc

Consumer Cyclical
-121
- 8.25%
$54.32 - $63.04 $6.57K - $7.63K
1.35K $75M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-186
- 16.03%
$28.18 - $29.22 $5.24K - $5.43K
974 $28.4M
NEE
Nextera Energy Inc

Utilities
-336
- 3.76%
$64.11 - $75.0 $21.5K - $25.2K
8.6K $628M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-224
- 17.5%
$21.55 - $22.2 $4.83K - $4.97K
1.06K $23.2M
GRMN
Garmin LTD

Technology
-18
- 18.0%
$173.63 - $218.07 $3.13K - $3.93K
82 $17.3M
NI
Nisource Inc.

Utilities
-100
- 1.97%
$37.11 - $40.64 $3.71K - $4.06K
4.97K $199M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-87
- 32.46%
$51.28 - $64.94 $4.46K - $5.65K
181 $11.7M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-2.01K
- 9.31%
$55.73 - $68.72 $112K - $138K
19.6K $1.34B
GPOR
Gulfport Energy Corp

Energy
-21
- 33.33%
$158.62 - $206.57 $3.33K - $4.34K
42 $8.02M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-125
- 32.38%
$25.69 - $26.9 $3.21K - $3.36K
261 $6.93M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-140
- 36.27%
$22.4 - $23.8 $3.14K - $3.33K
246 $5.81M
DTM
Dt Midstream, Inc.

Energy
-35
- 30.43%
$87.23 - $109.91 $3.05K - $3.85K
80 $8.4M
BBY
Best Buy CO Inc

Consumer Cyclical
-10
- 1.79%
$56.17 - $75.73 $562 - $757
550 $38.9M
CTRA
Coterra Energy Inc.

Energy
-51
- 22.47%
$22.6 - $29.07 $1.15K - $1.48K
176 $4.42M
PEG
Public Service Enterprise Group Inc

Utilities
-40
- 1.85%
$77.13 - $84.18 $3.09K - $3.37K
2.12K $176M
FE
Firstenergy Corp

Utilities
-47
- 1.11%
$38.31 - $43.17 $1.8K - $2.03K
4.19K $169M
RL
Ralph Lauren Corp

Consumer Cyclical
-14
- 35.9%
$182.34 - $286.22 $2.55K - $4.01K
25 $6.8M
LOGI
Logitech International S.A.

Technology
-36
- 15.19%
$65.57 - $90.16 $2.36K - $3.25K
201 $18.3M
Blackrock Fdg Inc
-6
- 13.95%
N/A
37 $39M
UTHR
United Therapeutics Corp

Healthcare
-3
- 8.33%
$276.47 - $328.4 $829 - $985
33 $9.6M
UNM
Unum Group

Financial Services
-30
- 1.74%
$70.48 - $82.91 $2.11K - $2.49K
1.69K $139M
Activity Summary
Buys All Purchases 260 New Holdings 46 Increased Positions 214 Sells All Sells 163 Reductions 162 Sold out 1 Options Calls 0 Puts 0
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