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 Q3	$676	Hold	9	–	–	﹤0.01%	559
2026 Q2	$738	Hold	9	–	–	﹤0.01%	567
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Richardson Financial Services's IR Position: Q3 2026 in Review

Richardson Financial Services held its Ingersoll Rand (IR) position steady in Q3 2026 at 9 shares worth $676. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Richardson Financial Services first reported a position in IR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.8K in Q3 2024. 551 funds tracked by Wall St. Rank hold IR as of Q3 2026.

Richardson Financial Services held 9 shares of Ingersoll Rand worth $676 as of Q3 2026.
Richardson Financial Services left its Ingersoll Rand share count unchanged in Q3 2026.
Ingersoll Rand made up ﹤0.01% of Richardson Financial Services's portfolio in Q3 2026, its #559 holding.
Richardson Financial Services first reported a position in Ingersoll Rand in Q2 2024 and has held it in 9 quarters since.
Richardson Financial Services's Ingersoll Rand position peaked at $5.8K in Q3 2024.
551 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

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