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Richardson Financial Services’s StoneCo STNE Stock Holding History

Richardson Financial Services’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-247
Closed -$3.65K – 658
2025
Q4 		$3.65K Sell
247
-2,696
-92% -$45.1K ﹤0.01% 531
2025
Q3 		$55.7K Buy
2,943
+1,151
+64% +$18.3K 0.03% 276
2025
Q2 		$28.9K Buy
+1,792
New +$23.9K 0.02% 302

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richardson Financial Services's STNE Position: Q1 2026 in Review

Richardson Financial Services sold out of StoneCo (STNE) in Q1 2026, closing a stake of 247 shares — an estimated $3.65K sold.

Richardson Financial Services first reported a position in STNE in Q2 2025 and held it in 3 quarters. The position peaked at $55.7K in Q3 2025. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Richardson Financial Services reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 247 StoneCo shares in Q1 2026, an estimated $3.65K.
  • Richardson Financial Services first reported a position in StoneCo in Q2 2025 and held it in 3 quarters.
  • Richardson Financial Services's StoneCo position peaked at $55.7K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.