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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richardson Financial Services's NGG Position: Q2 2026 in Review

Richardson Financial Services reduced its National Grid (NGG) stake by 45% in Q2 2026, selling an estimated $33.5K and leaving 472 shares worth $39.1K. The position accounts for 0.02% of the portfolio, ranked #347.

Richardson Financial Services first reported a position in NGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $73.3K in Q1 2026. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Richardson Financial Services held 472 shares of National Grid worth $39.1K as of Q2 2026.
Richardson Financial Services sold 394 National Grid shares in Q2 2026, an estimated $33.5K.
National Grid made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #347 holding.
Richardson Financial Services first reported a position in National Grid in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's National Grid position peaked at $73.3K in Q1 2026.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.