RICHARDSON FINANCIAL SERVICES INC.

Q1 2026 13F-HR Detailed Holdings

Location: Medway, MA
Holdings as of: 3/31/2026
Value ($000): $159,843,695
Num holdings: 1,132
Date filed: 5/4/2026
Form type: 13F-HR
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SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

Compare Q1 2026 to

Issuer Name	Class	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None	Price Filed 5/4/2026	Price As-Of 3/31/2026	Price Now 6/23/2026

Other Managers

Num	Name	File Number
1	CITY NATIONAL ROCHDALE FUNDS
2	Clark Capital Management Group, Inc.	028-11680
3	New Frontier Advisors, LLC
4	State Street Global Advisors LTD
5	ASSETMARK, INC	028-11546