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Richardson Financial Services’s MSCI MSCI Stock Holding History

Richardson Financial Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$1.15K – 559
2025
Q2 		$1.15K Hold
2
– – ﹤0.01% 509
2025
Q1 		$1.13K Hold
2
– – ﹤0.01% 503
2024
Q4 		$1.2K Sell
2
-2
-50% -$1.2K ﹤0.01% 508
2024
Q3 		$2.03K Buy
4
+1
+33% +$542 ﹤0.01% 508
2024
Q2 		$1.45K Sell
3
-1
-25% -$496 ﹤0.01% 481
2024
Q1 		$2.24K Buy
+4
New +$2.25K ﹤0.01% 497

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Richardson Financial Services's MSCI Position: Q3 2025 in Review

Richardson Financial Services sold out of MSCI (MSCI) in Q3 2025, closing a stake of 2 shares — an estimated $1.15K sold.

Richardson Financial Services first reported a position in MSCI in Q1 2024 and held it in 6 quarters. The position peaked at $2.24K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Richardson Financial Services reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 2 MSCI shares in Q3 2025, an estimated $1.15K.
  • Richardson Financial Services first reported a position in MSCI in Q1 2024 and held it in 6 quarters.
  • Richardson Financial Services's MSCI position peaked at $2.24K in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.