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Richardson Financial Services’s W.P. Carey WPC Stock Holding History

Richardson Financial Services’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1K Hold
463
– – 0.02% 370
2026
Q1 		$31.5K Hold
463
– – 0.02% 371
2025
Q4 		$1.05K Hold
463
– – ﹤0.01% 563
2025
Q3 		$31.3K Hold
463
– – 0.02% 327
2025
Q2 		$28.9K Hold
463
– – 0.02% 303
2025
Q1 		$29.2K Hold
463
– – 0.02% 290
2024
Q4 		$25.2K Sell
463
-463
-50% -$26.4K 0.02% 317
2024
Q3 		$54.3K Buy
926
+463
+100% +$27.4K 0.03% 255
2024
Q2 		$25.5K Hold
463
– – 0.02% 303
2024
Q1 		$26.1K Buy
+463
New +$27.7K 0.02% 312

Other funds holding WPC

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Richardson Financial Services held its W.P. Carey (WPC) position steady in Q2 2026 at 463 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #370.

Richardson Financial Services first reported a position in WPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.3K in Q3 2024. 649 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Richardson Financial Services held 463 shares of W.P. Carey worth $33.1K as of Q2 2026.
  • Richardson Financial Services left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #370 holding.
  • Richardson Financial Services first reported a position in W.P. Carey in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's W.P. Carey position peaked at $54.3K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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