RICHARDSON FINANCIAL SERVICES INC. Last Quarter Change: USA Funds, Sold Out

RICHARDSON FINANCIAL SERVICES INC. quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, RICHARDSON FINANCIAL SERVICES INC. opened 0 positions, added to 0, reduced 0, sold out of 11 and left 0 unchanged. The largest increase in value was American Funds Strategic Bond F-2 (-$9,012); the largest decrease was American Funds Invmt Co of Amer F2 (-$42,418).

American Funds Invmt Co of Amer F2: Country of operation —; Class Mutual Fund; Shares 2026-03-31 714; Shares 2026-06-30 0.
American Funds Capital World Gr&Inc F2: Country of operation —; Class Mutual Fund; Shares 2026-03-31 486; Shares 2026-06-30 0.
American Funds American Balanced F2: Country of operation —; Class Mutual Fund; Shares 2026-03-31 586; Shares 2026-06-30 0.
American Funds Capital Income Bldr F2: Country of operation —; Class Mutual Fund; Shares 2026-03-31 274; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2012303): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-10). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
American Funds Invmt Co of Amer F2 CUSIP 461308827		Mutual Fund	714	-714	$42,418	$0	-$42,418
American Funds Capital World Gr&Inc F2 CUSIP 140543828		Mutual Fund	486	-486	$34,178	$0	-$34,178
American Funds American Balanced F2 CUSIP 024071821		Mutual Fund	586	-586	$21,621	$0	-$21,621
American Funds Capital Income Bldr F2 CUSIP 140194101		Mutual Fund	274	-274	$21,264	$0	-$21,264
American Funds Washington Mutual F2 CUSIP 939330825		Mutual Fund	336	-336	$21,079	$0	-$21,079
American Funds SMALLCAP World F2 CUSIP 831681820		Mutual Fund	242	-242	$18,116	$0	-$18,116
American Funds Growth Fund of Amer F2 CUSIP 399874825		Mutual Fund	209	-209	$15,374	$0	-$15,374
American Funds Global Insight F-2 CUSIP 14020E502		Mutual Fund	395	-395	$10,804	$0	-$10,804
American Funds Multi-Sector Income F-2 CUSIP 02631W508		Mutual Fund	1,038	-1,038	$9,649	$0	-$9,649
American Funds Bond Fund of Amer F2 CUSIP 097873822	United States	Mutual Fund	832	-832	$9,410	$0	-$9,410
American Funds Strategic Bond F-2 CUSIP 02631E508		Mutual Fund	981	-981	$9,012	$0	-$9,012

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