Tfc Financial Management Purchases and Sells in Q3 2025

Tfc Financial Management

$767 Million
Q3 2025

Top Buys

Incresed Positions

162 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	4.2K + 8.85%	$202.38 - $256.87 $850K - $1.08M	51.7K $13.2M
JQUA	15.6K + 2.22%	$59.61 - $63.09 $931K - $986K	720K $45.3M
VV	2.79K + 6.37%	$285.05 - $309.14 $796K - $864K	46.7K $14.4M
SHY	15.1K + 1.71%	$82.38 - $83.0 $1.24M - $1.25M	898K $74.5M
NVDA	3.35K + 19.33%	$153.3 - $186.58 $514K - $626K	20.7K $3.86M
MSFT	895 + 5.83%	$491.09 - $535.64 $440K - $479K	16.2K $8.41M

New Holdings

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYW	714 New	$171.38 - $197.01 $122K - $141K	714 $139K
COKE	544 New	$109.55 - $124.15 $59.6K - $67.5K	544 $63K
AMLP	1.28K New	$46.51 - $50.07 $59.3K - $63.8K	1.28K $59K
HYT	5.3K New	$9.36 - $9.87 $49.6K - $52.3K	5.3K $50K
ISHG	594 New	$73.76 - $76.98 $43.8K - $45.7K	594 $45K
SPYV	799 New	$52.12 - $55.33 $41.6K - $44.2K	799 $44K

Top Sells

Reduced Positions

124 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ONB	-43K - 28.03%	$20.4 - $23.47 $877K - $1.01M	110K $2.42M
ACN	-5 - 0.04%	$232.56 - $304.78 $1.16K - $1.52K	12K $2.97M
AGG	-1.9K - 98.14%	$97.75 - $100.75 $186K - $191K	36 $3K
QUS	-1.13K - 48.53%	$161.6 - $171.2 $182K - $193K	1.19K $204K
IXUS	-2.09K - 93.97%	$76.35 - $82.58 $159K - $172K	134 $11K
ABT	-1.03K - 13.63%	$120.51 - $136.62 $124K - $141K	6.55K $876K

Activity Summary All Purchases 254 New Holdings 92 Increased Positions 162 All Sells 124 Reductions 124 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.