RFS
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Richardson Financial Services’s Ingersoll Rand IR Stock Holding History

Richardson Financial Services’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$721 Hold
9
– – ﹤0.01% 581
2025
Q4 		$1.11K Buy
+9
New +$711 ﹤0.01% 559
2025
Q3 		– Sell
-34
Closed -$2.83K – 553
2025
Q2 		$2.83K Hold
34
– – ﹤0.01% 476
2025
Q1 		$2.72K Hold
34
– – ﹤0.01% 469
2024
Q4 		$3.08K Sell
34
-27
-44% -$2.69K ﹤0.01% 477
2024
Q3 		$5.8K Buy
61
+36
+144% +$3.35K ﹤0.01% 449
2024
Q2 		$2.27K Buy
+25
New +$2.3K ﹤0.01% 461

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return