Richardson Financial Services
SN icon

Richardson Financial Services’s SharkNinja SN Stock Holding History

Richardson Financial Services’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.8K Buy
199
+53
+36% +$8.95K 0.02% 371
2026
Q2 		$22.2K Buy
146
+27
+23% +$3.23K 0.01% 413
2026
Q1 		$12.6K Buy
119
+9
+8% +$1.05K 0.01% 460
2025
Q4 		$12.3K Buy
110
+33
+43% +$3.25K ﹤0.01% 463
2025
Q3 		$7.94K Buy
+77
New +$8.79K ﹤0.01% 453

Other funds holding SN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
MRG
Milestone Resources Group Road Town Tortola, British Virgin Islands $1.48B AUM 3.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Blue Grotto Capital
Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

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

Richardson Financial Services increased its SharkNinja (SN) stake by 36% in Q3 2026, buying an estimated $8.95K and bringing the position to 199 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #371.

Richardson Financial Services first reported a position in SN in Q3 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Richardson Financial Services held 199 shares of SharkNinja worth $35.8K as of Q3 2026.
  • Richardson Financial Services bought 53 SharkNinja shares in Q3 2026, an estimated $8.95K.
  • SharkNinja made up 0.02% of Richardson Financial Services's portfolio in Q3 2026, its #371 holding.
  • Richardson Financial Services first reported a position in SharkNinja in Q3 2025 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

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