Richardson Financial Services
NGG icon

Richardson Financial Services’s National Grid NGG Stock Holding History

Richardson Financial Services’s Portfolio NGG Stock Details NGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$63.9K Buy
843
+371
+79% +$29.6K 0.04% 289
2026
Q2 		$39.1K Sell
472
-394
-45% -$33.5K 0.02% 347
2026
Q1 		$73.3K Sell
866
-29
-3% -$2.5K 0.05% 257
2025
Q4 		$69.2K Buy
895
+86
+11% +$6.47K 0.02% 262
2025
Q3 		$58K Buy
809
+316
+64% +$22.2K 0.04% 271
2025
Q2 		$36.1K Sell
493
-9
-2% -$618 0.02% 283
2025
Q1 		$31.6K Buy
502
+81
+19% +$4.76K 0.02% 283
2024
Q4 		$23.9K Sell
421
-20
-5% -$1.2K 0.02% 326
2024
Q3 		$23.6K Hold
441
– – 0.02% 325
2024
Q2 		$23.6K Hold
441
– – 0.02% 307
2024
Q1 		$28.4K Buy
+441
New +$27.9K 0.02% 307

Other funds holding NGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

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

Richardson Financial Services increased its National Grid (NGG) stake by 79% in Q3 2026, buying an estimated $29.6K and bringing the position to 843 shares worth $63.9K. The position accounts for 0.04% of the portfolio, ranked #289.

Richardson Financial Services first reported a position in NGG in Q1 2024 and has held it in 11 quarters since. The position peaked at $73.3K in Q1 2026. 310 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Richardson Financial Services held 843 shares of National Grid worth $63.9K as of Q3 2026.
  • Richardson Financial Services bought 371 National Grid shares in Q3 2026, an estimated $29.6K.
  • National Grid made up 0.04% of Richardson Financial Services's portfolio in Q3 2026, its #289 holding.
  • Richardson Financial Services first reported a position in National Grid in Q1 2024 and has held it in 11 quarters since.
  • Richardson Financial Services's National Grid position peaked at $73.3K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

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