Richardson Financial Services Inc. PIMCO Low Duration ESG Institutional Transaction History

Richardson Financial Services Inc.

  • $161 Billion
  • Q3 2025
Number of Shares
3,034
Previous 2,854 6.31%
Holding current value
$28 Million
Previous $26.3 Million 6.65%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
180 Added 6.31%
3,034 $28 Million
Q2 2025

Jul 24, 2025
BUY
N/A
25 Added 0.88%
2,854 $26.3 Million
Q1 2025

May 06, 2025
BUY
N/A
25 Added 0.89%
2,829 $26 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-2,776 Reduced 49.75%
2,804 $25.6 Million
Q3 2024

Oct 24, 2024
BUY
N/A
2,778 Added 99.14%
5,580 $50.7 Million
Q2 2024

Aug 12, 2024
BUY
N/A
24 Added 0.86%
2,802 $25.2 Million
Q1 2024

May 03, 2024
BUY
N/A
2,778 New
2,778 $24.9 Million
Track This Portfolio

Track Richardson Financial Services Inc. Portfolio

Follow Richardson Financial Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richardson Financial Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Richardson Financial Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email