TFC Financial Management, Inc. historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, TFC Financial Management, Inc. opened 41 positions, added to 36, reduced 19 and sold out of 69.
- Q2 2026: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 5.
- Q4 2025: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 66.
- Q2 2025: Stock ENSTAR GROUP LIMITED; Country of operation —; Class SHS; Shares before 76.
- Q2 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 3,275.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1827844), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2020-09-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| United Advisor Group, LLC | United States | $0.811B | 508 |
| Portfolio Strategies, Inc. | United States | $0.811B | 75 |
| Rhenman & Partners Asset Management AB | Sweden | $0.810B | 86 |
| BAXTER BROS INC | United States | $0.810B | 166 |
| SUMMIT SECURITIES GROUP LLC | United States | $0.810B | 1,015 |
| Brookwood Investment Group LLC | United States | $0.810B | 562 |
| Buck Wealth Strategies, LLC | United States | $0.810B | 166 |
| ADVISORY RESEARCH INC | United States | $0.813B | 170 |
| Impact Partnership Wealth, LLC | United States | $0.810B | 365 |
| RTD Financial Advisors, Inc. | United States | $0.814B | 114 |