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Richardson Financial Services’s Simon Property Group SPG Stock Holding History

Richardson Financial Services’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.4K Buy
337
+35
+12% +$7.2K 0.04% 262
2026
Q1 		$56.3K Buy
302
+10
+3% +$1.91K 0.04% 283
2025
Q4 		$54.1K Buy
292
+30
+11% +$5.45K 0.02% 289
2025
Q3 		$49.2K Buy
262
+88
+51% +$15.2K 0.03% 283
2025
Q2 		$28.6K Buy
174
+3
+2% +$474 0.02% 307
2025
Q1 		$28.4K Buy
171
+111
+185% +$19.4K 0.02% 292
2024
Q4 		$10.3K Sell
60
-60
-50% -$10.5K 0.01% 397
2024
Q3 		$18.2K Hold
120
– – 0.01% 351
2024
Q2 		$18.2K Hold
120
– – 0.01% 332
2024
Q1 		$18.8K Sell
120
-40
-25% -$5.87K 0.01% 354
2023
Q4 		$22.8K Buy
+160
New +$19.3K 0.02% 268

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Richardson Financial Services increased its Simon Property Group (SPG) stake by 12% in Q2 2026, buying an estimated $7.2K and bringing the position to 337 shares worth $75.4K. The position accounts for 0.04% of the portfolio, ranked #262.

Richardson Financial Services first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Richardson Financial Services held 337 shares of Simon Property Group worth $75.4K as of Q2 2026.
  • Richardson Financial Services bought 35 Simon Property Group shares in Q2 2026, an estimated $7.2K.
  • Simon Property Group made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #262 holding.
  • Richardson Financial Services first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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