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Richardson Financial Services’s Whirlpool WHR Stock Holding History

Richardson Financial Services’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26K Sell
660
-20
-3% -$937 0.01% 400
2026
Q1 		$36.7K Sell
680
-110
-14% -$8.07K 0.02% 339
2025
Q4 		$57K Buy
+790
New +$58.3K 0.02% 285
2025
Q2 		– Sell
-485
Closed -$43.7K – 640
2025
Q1 		$43.7K Hold
485
– – 0.03% 250
2024
Q4 		$55.2K Sell
485
-90
-16% -$9.93K 0.04% 248
2024
Q3 		$58.8K Hold
575
– – 0.04% 249
2024
Q2 		$58.8K Sell
575
-30
-5% -$2.92K 0.04% 236
2024
Q1 		$72.4K Buy
605
+30
+5% +$3.34K 0.05% 220
2023
Q4 		$70K Buy
+575
New +$67K 0.06% 194

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Richardson Financial Services reduced its Whirlpool (WHR) stake by 2.9% in Q2 2026, selling an estimated $937 and leaving 660 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #400.

Richardson Financial Services first reported a position in WHR in Q4 2023 and has held it in 9 quarters since. The position peaked at $72.4K in Q1 2024. 294 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Richardson Financial Services held 660 shares of Whirlpool worth $26K as of Q2 2026.
  • Richardson Financial Services sold 20 Whirlpool shares in Q2 2026, an estimated $937.
  • Whirlpool made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #400 holding.
  • Richardson Financial Services first reported a position in Whirlpool in Q4 2023 and has held it in 9 quarters since.
  • Richardson Financial Services's Whirlpool position peaked at $72.4K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

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