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Richardson Financial Services’s Dollar Tree DLTR Stock Holding History

Richardson Financial Services’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6
Closed -$594 – 538
2025
Q2 		$594 Hold
6
– – ﹤0.01% 582
2025
Q1 		$450 Hold
6
– – ﹤0.01% 583
2024
Q4 		$450 Sell
6
-6
-50% -$412 ﹤0.01% 586
2024
Q3 		$1.06K Buy
12
+6
+100% +$547 ﹤0.01% 554
2024
Q2 		$641 Sell
6
-5
-45% -$590 ﹤0.01% 543
2024
Q1 		$1.47K Buy
+11
New +$1.51K ﹤0.01% 518

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Richardson Financial Services sold out of Dollar Tree (DLTR) in Q3 2025, closing a stake of 6 shares — an estimated $594 sold.

Richardson Financial Services first reported a position in DLTR in Q1 2024 and held it in 6 quarters. The position peaked at $1.47K in Q1 2024. 777 funds tracked by Wall St. Rank hold DLTR as of Q3 2025.

  • Richardson Financial Services reported no remaining Dollar Tree position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 6 Dollar Tree shares in Q3 2025, an estimated $594.
  • Richardson Financial Services first reported a position in Dollar Tree in Q1 2024 and held it in 6 quarters.
  • Richardson Financial Services's Dollar Tree position peaked at $1.47K in Q1 2024.
  • 777 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2025.

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