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Pax World Small Cap Fund shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Pax World Small Cap Fund (PXSIX) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Pax World Small Cap Fund

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All positions including Pax World Small Cap Fund held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pax World Small Cap Fund by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $30k 1.8k 16.50
2024-06-30 $15k 924 16.50
2024-03-31 $16k 923 17.25

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

Top funds holding Pax World Small Cap Fund

Richardson Financial Services

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