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Richardson Financial Services’s Stride LRN Stock Holding History

Richardson Financial Services’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40
Closed -$2.6K – 643
2025
Q4 		$2.6K Sell
40
-237
-86% -$21.5K ﹤0.01% 538
2025
Q3 		$41.3K Buy
277
+175
+172% +$25.7K 0.03% 307
2025
Q2 		$14.4K Buy
102
+28
+38% +$4.05K 0.01% 372
2025
Q1 		$9.36K Buy
+74
New +$9.35K 0.01% 386

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richardson Financial Services's LRN Position: Q1 2026 in Review

Richardson Financial Services sold out of Stride (LRN) in Q1 2026, closing a stake of 40 shares — an estimated $2.6K sold.

Richardson Financial Services first reported a position in LRN in Q1 2025 and held it in 4 quarters. The position peaked at $41.3K in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Richardson Financial Services reported no remaining Stride position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 40 Stride shares in Q1 2026, an estimated $2.6K.
  • Richardson Financial Services first reported a position in Stride in Q1 2025 and held it in 4 quarters.
  • Richardson Financial Services's Stride position peaked at $41.3K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.