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Richardson Financial Services’s Idacorp IDA Stock Holding History

Richardson Financial Services’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2K Buy
140
+13
+10% +$1.87K 0.01% 418
2026
Q1 		$18.2K Sell
127
-11
-8% -$1.51K 0.01% 423
2025
Q4 		$17.5K Sell
138
-34
-20% -$4.42K 0.01% 419
2025
Q3 		$22.7K Buy
172
+38
+28% +$4.71K 0.01% 361
2025
Q2 		$15.5K Hold
134
– – 0.01% 361
2025
Q1 		$15.6K Sell
134
-1
-0.7% -$112 0.01% 342
2024
Q4 		$14.8K Buy
+135
New +$14.8K 0.01% 358

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

Richardson Financial Services increased its Idacorp (IDA) stake by 10% in Q2 2026, buying an estimated $1.87K and bringing the position to 140 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #418.

Richardson Financial Services first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.7K in Q3 2025. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Richardson Financial Services held 140 shares of Idacorp worth $21.2K as of Q2 2026.
  • Richardson Financial Services bought 13 Idacorp shares in Q2 2026, an estimated $1.87K.
  • Idacorp made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #418 holding.
  • Richardson Financial Services first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's Idacorp position peaked at $22.7K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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