Richardson Financial Services’s CarGurus CARG Stock Holding History

Richardson Financial Services’s Portfolio CARG Stock Details CARG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21K	Sell	617 -30	-5%	-$972	0.01%	419
2026 Q1	$22K	Buy	647 +42	+7%	+$1.38K	0.01%	404
2025 Q4	$23.2K	Buy	+605	New	+$21.8K	0.01%	391
2025 Q2	–	Sell	-253	Closed	-$7.37K	–	616
2025 Q1	$7.37K	Sell	253 -5	-2%	-$175	0.01%	427
2024 Q4	$9.55K	Buy	+258	New	+$8.86K	0.01%	401

Other funds holding CARG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Richardson Financial Services's CARG Position: Q2 2026 in Review

Richardson Financial Services reduced its CarGurus (CARG) stake by 4.6% in Q2 2026, selling an estimated $972 and leaving 617 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #419.

Richardson Financial Services first reported a position in CARG in Q4 2024 and has held it in 5 quarters since. The position peaked at $23.2K in Q4 2025. 224 funds tracked by Wall St. Rank hold CARG as of Q2 2026.

Richardson Financial Services held 617 shares of CarGurus worth $21K as of Q2 2026.
Richardson Financial Services sold 30 CarGurus shares in Q2 2026, an estimated $972.
CarGurus made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #419 holding.
Richardson Financial Services first reported a position in CarGurus in Q4 2024 and has held it in 5 quarters since.
Richardson Financial Services's CarGurus position peaked at $23.2K in Q4 2025.
224 funds tracked by Wall St. Rank held CarGurus as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.