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Richardson Financial Services’s Viking Holdings VIK Stock Holding History

Richardson Financial Services’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.6K Buy
+617
New +$53.4K 0.04% 286
2025
Q3 		– Sell
-16
Closed -$853 – 597
2025
Q2 		$853 Hold
16
– – ﹤0.01% 540
2025
Q1 		$636 Buy
+16
New +$738 ﹤0.01% 556

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Richardson Financial Services opened a new position in Viking Holdings (VIK) in Q2 2026: 617 shares worth $64.6K. The stake represents 0.04% of the portfolio and ranks #286 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in VIK as recently as Q2 2025.

Richardson Financial Services first reported a position in VIK in Q1 2025 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Richardson Financial Services held 617 shares of Viking Holdings worth $64.6K as of Q2 2026.
  • Viking Holdings was a new Richardson Financial Services position in Q2 2026.
  • Viking Holdings made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #286 holding.
  • Richardson Financial Services first reported a position in Viking Holdings in Q1 2025 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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