TCFG Investment Advisors, LLC historic quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 1 quarter from 2026-03-31 to 2026-06-30, TCFG Investment Advisors, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2121836), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TCFG WEALTH MANAGEMENT, LLC | United States | $0.267B | 274 |
| ALEXANDER LABRUNERIE & CO., INC. | United States | $0.267B | 151 |
| EMORY UNIVERSITY | United States | $0.267B | 7 |
| Cambridge Financial Group, Inc. | United States | $0.267B | 33 |
| ShawSpring Partners LLC | United States | $0.268B | 12 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | Poland | $0.268B | 10 |
| Indigo Partners LLC | United States | $0.267B | 2 |
| Empower Annuity Insurance Co | United States | $0.268B | 1 |
| S&T BANK/PA | United States | $0.268B | 516 |
| Applied Capital LLC | United States | $0.268B | 51 |