RFS
SRLN icon

Richardson Financial Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Richardson Financial Services’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$967K Buy
23,992
+1,178
+5% +$47.6K 0.55% 40
2026
Q1 		$916K Sell
22,814
-363
-2% -$14.7K 0.57% 38
2025
Q4 		$964K Buy
23,177
+1,179
+5% +$48.7K 0.31% 39
2025
Q3 		$915K Buy
21,998
+225
+1% +$9.34K 0.57% 44
2025
Q2 		$900K Buy
21,773
+180
+0.8% +$7.37K 0.6% 39
2025
Q1 		$888K Buy
21,593
+2,253
+12% +$93.7K 0.68% 35
2024
Q4 		$806K Sell
19,340
-1,580
-8% -$66.1K 0.57% 42
2024
Q3 		$874K Buy
20,920
+283
+1% +$11.8K 0.56% 46
2024
Q2 		$863K Sell
20,637
-3,092
-13% -$129K 0.62% 44
2024
Q1 		$999K Buy
23,729
+2,973
+14% +$125K 0.7% 35
2023
Q4 		$870K Buy
+20,756
New +$865K 0.76% 35

Other funds holding SRLN

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Richardson Financial Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.2% in Q2 2026, buying an estimated $47.6K and bringing the position to 23,992 shares worth $967K. The position accounts for 0.55% of the portfolio, ranked #40.

Richardson Financial Services first reported a position in SRLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $999K in Q1 2024. 374 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Richardson Financial Services held 23,992 shares of State Street Blackstone Senior Loan ETF worth $967K as of Q2 2026.
  • Richardson Financial Services bought 1,178 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $47.6K.
  • State Street Blackstone Senior Loan ETF made up 0.55% of Richardson Financial Services's portfolio in Q2 2026, its #40 holding.
  • Richardson Financial Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's State Street Blackstone Senior Loan ETF position peaked at $999K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

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