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Richardson Financial Services’s Allison Transmission ALSN Stock Holding History

Richardson Financial Services’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-185
Closed -$15.7K – 599
2025
Q3 		$15.7K Buy
185
+5
+3% +$445 0.01% 404
2025
Q2 		$17.4K Buy
180
+88
+96% +$8.5K 0.01% 348
2025
Q1 		$8.8K Sell
92
-99
-52% -$10.5K 0.01% 394
2024
Q4 		$20.6K Buy
191
+20
+12% +$2.18K 0.01% 337
2024
Q3 		$13K Hold
171
– – 0.01% 382
2024
Q2 		$13K Hold
171
– – 0.01% 363
2024
Q1 		$13.9K Buy
171
+49
+40% +$3.3K 0.01% 378
2023
Q4 		$7.09K Buy
+122
New +$6.81K 0.01% 343

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richardson Financial Services's ALSN Position: Q4 2025 in Review

Richardson Financial Services sold out of Allison Transmission (ALSN) in Q4 2025, closing a stake of 185 shares — an estimated $15.7K sold.

Richardson Financial Services first reported a position in ALSN in Q4 2023 and held it in 8 quarters. The position peaked at $20.6K in Q4 2024. 524 funds tracked by Wall St. Rank hold ALSN as of Q4 2025.

  • Richardson Financial Services reported no remaining Allison Transmission position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 185 Allison Transmission shares in Q4 2025, an estimated $15.7K.
  • Richardson Financial Services first reported a position in Allison Transmission in Q4 2023 and held it in 8 quarters.
  • Richardson Financial Services's Allison Transmission position peaked at $20.6K in Q4 2024.
  • 524 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.