RICHARDSON FINANCIAL SERVICES INC.

Q1 2024 13F Detailed Holdings

Location
Medway, MA
Holdings as of
3/31/2024
Value ($000)
$141,899
Num holdings
1,461
Date filed
5/3/2024
Form type
13F-HR
Prev filing
3/4/2024
Next filing
8/12/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Capital Group Companies Inc. 028-00218
2 Clark Capital Management Group, Inc. 028-11680
3 FRONTIER CAPITAL MANAGEMENT CO LLC 028-01185
4 ENVESTNET ASSET MANAGEMENT INC 028-13411
5 Rochdale Investment Management LLC 028-5392
6 SSGA FUNDS MANAGEMENT INC 028-11338
7 VANGUARD GROUP INC 028-06408