RFS
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Richardson Financial Services’s Vertiv VRT Stock Holding History

Richardson Financial Services’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.9K Sell
131
-2
-2% -$634 0.02% 331
2026
Q1 		$33.3K Buy
133
+10
+8% +$2.22K 0.02% 361
2025
Q4 		$19.9K Buy
123
+38
+45% +$6.6K 0.01% 405
2025
Q3 		$12.8K Buy
+85
New +$11.3K 0.01% 417

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Richardson Financial Services reduced its Vertiv (VRT) stake by 1.5% in Q2 2026, selling an estimated $634 and leaving 131 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #331.

Richardson Financial Services first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 1,513 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Richardson Financial Services held 131 shares of Vertiv worth $43.9K as of Q2 2026.
  • Richardson Financial Services sold 2 Vertiv shares in Q2 2026, an estimated $634.
  • Vertiv made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #331 holding.
  • Richardson Financial Services first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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