RICHARDSON FINANCIAL SERVICES INC. RWX — SPDR DOW JONES INT'L REAL ESTATE

Ownership history in RICHARDSON FINANCIAL SERVICES INC.  ·  10 quarters on record

AI Ownership Summary

RICHARDSON FINANCIAL SERVICES INC. reported SPDR DOW JONES INT'L REAL ESTATE (RWX) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q2. The latest visible filing shows RWX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICHARDSON FINANCIAL SERVICES INC.'s position in SPDR DOW JONES INT'L REAL ESTATE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RWX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RWX stock page RICHARDSON FINANCIAL SERVICES INC. fund profile RICHARDSON FINANCIAL SERVICES INC. full holdings
How RICHARDSON FINANCIAL SERVICES INC. held RWX — position size vs. price
% of Fund (quarterly)    RWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,122 -227 -9.7% 0.04% $56K 2026-05-04 $27.85
2025 Q4 REDUCED — — — 2,349 -31 -1.3% 0.02% $66K 2026-01-22 $28.40
2025 Q3 REDUCED 83.7% +1.9% ❌ 2,380 -12,197 -83.7% 0.04% $66K 2025-10-28 $27.81
2025 Q2 ADDED — — — 14,577 +11,512 +375.6% 0.27% $401K 2025-07-25 $26.28
2025 Q1 REDUCED 27.4% +13.1% ❌ 3,065 -1,156 -27.4% 0.06% $75K 2025-05-06 $25.71
2024 Q4 ADDED — — — 4,221 +220 +5.5% 0.07% $97K 2025-01-24 $22.43
2024 Q3 UNCHANGED — — — 4,001 — 0% 0.06% $96K 2024-10-24 $24.30
2024 Q2 ADDED — — — 4,001 +234 +6.2% 0.07% $96K 2024-08-12 $23.92
2024 Q1 ADDED — — — 3,767 +105 +2.9% 0.07% $98K 2024-05-03 $23.76
2023 Q4 INITIATED — — — 3,662 — — 0.09% $100K 2024-03-04 $22.94

🏢 Other funds also holding RWX

As of 2026 Q1 — sorted by position size

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 1.62% Upper Left Wealth Management, LLC 3Y 0.6% Aletheian Wealth Advisors LLC 3Y 0.33% Innova Wealth Partners 3Y 0.26% Lexington Hill Partners, LLC 0.19% Investors Research Corp 3Y 7Y 0.09% Strategic Wealth Advisors LLC 0.07% Mutual Advisors, LLC 3Y 7Y 0.02% Pinnacle Bancorp, Inc. 3Y 7Y 0.01% Spire Wealth Management 3Y 0.01%

FAQ About RICHARDSON FINANCIAL SERVICES INC. and RWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICHARDSON FINANCIAL SERVICES INC. reported owning RWX?

RICHARDSON FINANCIAL SERVICES INC. reported RWX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RWX position in RICHARDSON FINANCIAL SERVICES INC.'s portfolio?

The largest reported portfolio weight for RWX was 0.27% in 2025 Q2.

What is the latest reported RWX position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDSON FINANCIAL SERVICES INC. reported 2,122 shares, equal to 0.04% of portfolio, with an estimated market value of $56K.

What does the chart on this RWX ownership page compare?

The chart compares RICHARDSON FINANCIAL SERVICES INC.'s quarterly RWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RICHARDSON FINANCIAL SERVICES INC. time their RWX position?

Based on 13F filing dates vs. subsequent RWX price moves, RICHARDSON FINANCIAL SERVICES INC. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on RWX relative to SPY over the holding period was -7.7%.

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