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Richardson Financial Services’s Yelp YELP Stock Holding History

Richardson Financial Services’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-165
Closed -$6.11K – 641
2025
Q1 		$6.11K Hold
165
– – ﹤0.01% 443
2024
Q4 		$6.37K Buy
+165
New +$6.02K ﹤0.01% 446

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State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Richardson Financial Services's YELP Position: Q2 2025 in Review

Richardson Financial Services sold out of Yelp (YELP) in Q2 2025, closing a stake of 165 shares — an estimated $6.11K sold.

Richardson Financial Services first reported a position in YELP in Q4 2024 and held it in 2 quarters. The position peaked at $6.37K in Q4 2024. 333 funds tracked by Wall St. Rank hold YELP as of Q2 2025.

  • Richardson Financial Services reported no remaining Yelp position as of Q2 2025 after selling out during the quarter.
  • Richardson Financial Services sold 165 Yelp shares in Q2 2025, an estimated $6.11K.
  • Richardson Financial Services first reported a position in Yelp in Q4 2024 and held it in 2 quarters.
  • Richardson Financial Services's Yelp position peaked at $6.37K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Yelp as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.