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RICHARDSON FINANCIAL SERVICES INC. Historic Quarter Change: USA Funds, New

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RICHARDSON FINANCIAL SERVICES INC. historic quarter change: USA Funds, New

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, RICHARDSON FINANCIAL SERVICES INC. opened 12 positions, added to 64, reduced 14 and sold out of 11.

  • Q2 2024: Stock American Funds Global Insight F-2; Country of operation —; Class Mutual Fund; Shares before 0.
  • Q1 2024: Stock Value Line Select Growth Fund; Country of operation —; Class Mutual Fund; Shares before 0.
  • Q1 2024: Stock American Funds Capital World Gr&Inc F2; Country of operation —; Class Mutual Fund; Shares before 0.
  • Q1 2024: Stock American Funds Invmt Co of Amer F2; Country of operation —; Class Mutual Fund; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2012303), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024American Funds Global Insight F-2
CUSIP 14020E502		Mutual Fund0353+353$0$8,105+$8,1052024-08-12
Q1 2024Value Line Select Growth Fund
CUSIP 920457108		Mutual Fund04,671+4,671$0$172,462+$172,4622024-05-03
Q1 2024American Funds Capital World Gr&Inc F2
CUSIP 140543828		Mutual Fund0491+491$0$29,809+$29,8092024-05-03
Q1 2024American Funds Invmt Co of Amer F2
CUSIP 461308827		Mutual Fund0576+576$0$29,702+$29,7022024-05-03
Q1 2024American Funds Washington Mutual F2
CUSIP 939330825		Mutual Fund0257+257$0$15,338+$15,3382024-05-03
Q1 2024American Funds American Balanced F2
CUSIP 024071821		Mutual Fund0472+472$0$14,244+$14,2442024-05-03
Q1 2024American Funds Capital Income Bldr F2
CUSIP 140194101		Mutual Fund0235+235$0$13,376+$13,3762024-05-03
Q1 2024American Funds SMALLCAP World F2
CUSIP 831681820		Mutual Fund0182+182$0$11,213+$11,2132024-05-03
Q1 2024American Funds Growth Fund of Amer F2
CUSIP 399874825		Mutual Fund0158+158$0$10,958+$10,9582024-05-03
Q1 2024American Funds Bond Fund of Amer F2
CUSIP 097873822		United StatesMutual Fund0698+698$0$6,945+$6,9452024-05-03
Q1 2024American Funds Multi-Sector Income Fund;F2
CUSIP 02631W508		Mutual Fund0855+855$0$6,619+$6,6192024-05-03
Q1 2024American Funds Strategic Bond F-2
CUSIP 02631E508		Mutual Fund0880+880$0$5,787+$5,7872024-05-03

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