Richardson Financial Services
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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
Q3 		$66.5K Sell
331
-6
-2% -$1.31K 0.04% 285
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Richardson Financial Services reduced its Simon Property Group (SPG) stake by 1.8% in Q3 2026, selling an estimated $1.31K and leaving 331 shares worth $66.5K. The position accounts for 0.04% of the portfolio, ranked #285.

Richardson Financial Services first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $75.4K in Q2 2026. 490 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Richardson Financial Services held 331 shares of Simon Property Group worth $66.5K as of Q3 2026.
  • Richardson Financial Services sold 6 Simon Property Group shares in Q3 2026, an estimated $1.31K.
  • Simon Property Group made up 0.04% of Richardson Financial Services's portfolio in Q3 2026, its #285 holding.
  • Richardson Financial Services first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Simon Property Group position peaked at $75.4K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

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