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Richardson Financial Services’s Charter Communications CHTR Stock Holding History

Richardson Financial Services’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$1.23K – 526
2025
Q2 		$1.23K Sell
3
-2
-40% -$766 ﹤0.01% 504
2025
Q1 		$1.84K Buy
5
+2
+67% +$715 ﹤0.01% 483
2024
Q4 		$1.03K Sell
3
-4
-57% -$1.45K ﹤0.01% 517
2024
Q3 		$2.22K Buy
7
+5
+250% +$1.68K ﹤0.01% 499
2024
Q2 		$598 Hold
2
– – ﹤0.01% 554
2024
Q1 		$581 Buy
+2
New +$643 ﹤0.01% 599

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richardson Financial Services's CHTR Position: Q3 2025 in Review

Richardson Financial Services sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 3 shares — an estimated $1.23K sold.

Richardson Financial Services first reported a position in CHTR in Q1 2024 and held it in 6 quarters. The position peaked at $2.22K in Q3 2024. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Richardson Financial Services reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 3 Charter Communications shares in Q3 2025, an estimated $1.23K.
  • Richardson Financial Services first reported a position in Charter Communications in Q1 2024 and held it in 6 quarters.
  • Richardson Financial Services's Charter Communications position peaked at $2.22K in Q3 2024.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.