RFS
TMHC

Richardson Financial Services’s Taylor Morrison TMHC Stock Holding History

Richardson Financial Services’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-161
Closed -$10.3K – 584
2025
Q2 		$10.3K Hold
161
– – 0.01% 405
2025
Q1 		$9.67K Sell
161
-166
-51% -$10.3K 0.01% 381
2024
Q4 		$20K Buy
327
+19
+6% +$1.3K 0.01% 341
2024
Q3 		$17.1K Hold
308
– – 0.01% 357
2024
Q2 		$17.1K Buy
308
+131
+74% +$7.49K 0.01% 337
2024
Q1 		$11K Buy
+177
New +$9.75K 0.01% 400

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richardson Financial Services's TMHC Position: Q3 2025 in Review

Richardson Financial Services sold out of Taylor Morrison (TMHC) in Q3 2025, closing a stake of 161 shares — an estimated $10.3K sold.

Richardson Financial Services first reported a position in TMHC in Q1 2024 and held it in 6 quarters. The position peaked at $20K in Q4 2024. 459 funds tracked by Wall St. Rank hold TMHC as of Q3 2025.

  • Richardson Financial Services reported no remaining Taylor Morrison position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 161 Taylor Morrison shares in Q3 2025, an estimated $10.3K.
  • Richardson Financial Services first reported a position in Taylor Morrison in Q1 2024 and held it in 6 quarters.
  • Richardson Financial Services's Taylor Morrison position peaked at $20K in Q4 2024.
  • 459 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.