Richardson Financial Services
DCRE icon

Richardson Financial Services’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Richardson Financial Services’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.1K Sell
100
-94
-48% -$4.84K ﹤0.01% 485
2026
Q2 		$10.1K Sell
194
-219
-53% -$11.3K 0.01% 469
2026
Q1 		$21.5K Buy
+413
New +$21.5K 0.01% 410

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Whitney & Co
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Midland Wealth Advisors
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LPL Financial
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Global Wealth Management Investment Advisory
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Holcombe Financial
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SI
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Ashton Thomas Private Wealth
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Richardson Financial Services's DCRE Position: Q3 2026 in Review

Richardson Financial Services reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 48% in Q3 2026, selling an estimated $4.84K and leaving 100 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Richardson Financial Services first reported a position in DCRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.5K in Q1 2026. 39 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

  • Richardson Financial Services held 100 shares of DoubleLine Commercial Real Estate Debt ETF worth $5.1K as of Q3 2026.
  • Richardson Financial Services sold 94 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $4.84K.
  • DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q3 2026, its #485 holding.
  • Richardson Financial Services first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2026 and has held it in 3 quarters since.
  • Richardson Financial Services's DoubleLine Commercial Real Estate Debt ETF position peaked at $21.5K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

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