Richardson Financial Services
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Richardson Financial Services’s Curtiss-Wright CW Stock Holding History

Richardson Financial Services’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.81K Sell
7
-9
-56% -$5.92K ﹤0.01% 503
2026
Q2 		$12.1K Sell
16
-1
-6% -$733 0.01% 457
2026
Q1 		$11.6K Sell
17
-5
-23% -$3.33K 0.01% 465
2025
Q4 		$12.1K Sell
22
-9
-29% -$5.02K ﹤0.01% 466
2025
Q3 		$16.8K Buy
31
+5
+19% +$2.46K 0.01% 394
2025
Q2 		$12.4K Sell
26
-6
-19% -$2.37K 0.01% 384
2025
Q1 		$10.2K Sell
32
-2
-6% -$675 0.01% 380
2024
Q4 		$12.2K Sell
34
-1
-3% -$360 0.01% 379
2024
Q3 		$9.48K Hold
35
– – 0.01% 402
2024
Q2 		$9.48K Hold
35
– – 0.01% 386
2024
Q1 		$8.96K Sell
35
-4
-10% -$930 0.01% 417
2023
Q4 		$8.69K Buy
+39
New +$8.16K 0.01% 323

Other funds holding CW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Richardson Financial Services reduced its Curtiss-Wright (CW) stake by 56% in Q3 2026, selling an estimated $5.92K and leaving 7 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Richardson Financial Services first reported a position in CW in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.8K in Q3 2025. 452 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Richardson Financial Services held 7 shares of Curtiss-Wright worth $3.81K as of Q3 2026.
  • Richardson Financial Services sold 9 Curtiss-Wright shares in Q3 2026, an estimated $5.92K.
  • Curtiss-Wright made up ﹤0.01% of Richardson Financial Services's portfolio in Q3 2026, its #503 holding.
  • Richardson Financial Services first reported a position in Curtiss-Wright in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Curtiss-Wright position peaked at $16.8K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

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