Richardson Financial Services
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Richardson Financial Services’s BP BP Stock Holding History

Richardson Financial Services’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.4K Hold
100
– – ﹤0.01% 493
2026
Q2 		$3.7K Hold
100
– – ﹤0.01% 519
2026
Q1 		$4.7K Hold
100
– – ﹤0.01% 522
2025
Q4 		$25.1K Hold
100
– – 0.01% 379
2025
Q3 		$3.45K Sell
100
-25
-20% -$837 ﹤0.01% 479
2025
Q2 		$3.74K Sell
125
-6
-5% -$176 ﹤0.01% 471
2025
Q1 		$4.43K Hold
131
– – ﹤0.01% 461
2024
Q4 		$3.87K Sell
131
-131
-50% -$3.94K ﹤0.01% 469
2024
Q3 		$8.84K Buy
262
+131
+100% +$4.43K 0.01% 410
2024
Q2 		$4.73K Buy
131
+31
+31% +$1.16K ﹤0.01% 444
2024
Q1 		$3.77K Buy
+100
New +$3.59K ﹤0.01% 476

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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Caxton Associates (UK)
Caxton Associates (UK) London $4.84B AUM 42.87% 1-Year Est. Return

Richardson Financial Services's BP Position: Q3 2026 in Review

Richardson Financial Services held its BP (BP) position steady in Q3 2026 at 100 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Richardson Financial Services first reported a position in BP in Q1 2024 and has held it in 11 quarters since. The position peaked at $25.1K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Richardson Financial Services held 100 shares of BP worth $4.4K as of Q3 2026.
  • Richardson Financial Services left its BP share count unchanged in Q3 2026.
  • BP made up ﹤0.01% of Richardson Financial Services's portfolio in Q3 2026, its #493 holding.
  • Richardson Financial Services first reported a position in BP in Q1 2024 and has held it in 11 quarters since.
  • Richardson Financial Services's BP position peaked at $25.1K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.