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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Richardson Financial Services reduced its Curtiss-Wright (CW) stake by 5.9% in Q2 2026, selling an estimated $733 and leaving 16 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #457.

Richardson Financial Services first reported a position in CW in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q3 2025. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Richardson Financial Services held 16 shares of Curtiss-Wright worth $12.1K as of Q2 2026.
  • Richardson Financial Services sold 1 Curtiss-Wright share in Q2 2026, an estimated $733.
  • Curtiss-Wright made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #457 holding.
  • Richardson Financial Services first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Curtiss-Wright position peaked at $16.8K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

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