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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Richardson Financial Services's CW Position: Q1 2026 in Review

Richardson Financial Services reduced its Curtiss-Wright (CW) stake by 23% in Q1 2026, selling an estimated $3.33K and leaving 17 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #465.

Richardson Financial Services first reported a position in CW in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.8K in Q3 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Richardson Financial Services held 17 shares of Curtiss-Wright worth $11.6K as of Q1 2026.
  • Richardson Financial Services sold 5 Curtiss-Wright shares in Q1 2026, an estimated $3.33K.
  • Curtiss-Wright made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #465 holding.
  • Richardson Financial Services first reported a position in Curtiss-Wright in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Curtiss-Wright position peaked at $16.8K in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.