Richardson Financial Services
IRM icon

Richardson Financial Services’s Iron Mountain IRM Stock Holding History

Richardson Financial Services’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$324K Buy
2,917
+1,016
+53% +$122K 0.18% 120
2026
Q2 		$240K Buy
1,901
+17
+0.9% +$2.08K 0.14% 147
2026
Q1 		$192K Buy
1,884
+654
+53% +$65.1K 0.12% 158
2025
Q4 		$102K Buy
1,230
+170
+16% +$15.9K 0.03% 227
2025
Q3 		$108K Buy
1,060
+35
+3% +$3.37K 0.07% 204
2025
Q2 		$102K Buy
+1,025
New +$96.6K 0.07% 198

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

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

Richardson Financial Services increased its Iron Mountain (IRM) stake by 53% in Q3 2026, buying an estimated $122K and bringing the position to 2,917 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #120.

Richardson Financial Services first reported a position in IRM in Q2 2025 and has held it in 6 quarters since. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Richardson Financial Services held 2,917 shares of Iron Mountain worth $324K as of Q3 2026.
  • Richardson Financial Services bought 1,016 Iron Mountain shares in Q3 2026, an estimated $122K.
  • Iron Mountain made up 0.18% of Richardson Financial Services's portfolio in Q3 2026, its #120 holding.
  • Richardson Financial Services first reported a position in Iron Mountain in Q2 2025 and has held it in 6 quarters since.
  • 732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

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