Tfc Financial Management Purchases in Q1 2025

Tfc Financial Management

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SON
Sonoco Products CO

Consumer Cyclical
1
New
$44.71 - $49.22 $44.7 - $49.2
1 $0
PEGA
Pegasystems Inc

Technology
1
New
$68.14 - $112.29 $68.1 - $112
1 $0
WDAY
Workday, Inc.

Technology
3
New
$233.53 - $277.82 $701 - $833
3 $0
WTW
Willis Towers Watson PLC

Financial Services
1
New
$306.61 - $340.78 $307 - $341
1 $0
TDOC
Teladoc Health, Inc.

Healthcare
1
New
$7.96 - $14.33 $7.96 - $14.3
1 $0
NTNX
Nutanix, Inc.

Technology
1
New
$61.28 - $77.44 $61.3 - $77.4
1 $0
NUVB
Nuvation Bio Inc.

Healthcare
230
+ 85.19%
$1.76 - $3.25 $405 - $748
500 $0
OMC
Omnicom Group Inc.

Communication Services
6
New
$79.43 - $88.34 $477 - $530
6 $0
OGN
Organon & Co.

Healthcare
1
+ 0.03%
$14.29 - $16.41 $14.3 - $16.4
3.66K $54K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.34%
$115.08 - $123.97 $230 - $248
589 $68K
STE
Steris PLC

Healthcare
1
New
$202.46 - $232.74 $202 - $233
1 $0
PL
Planet Labs Pbc

Industrials
170
New
$3.38 - $6.49 $575 - $1.1K
170 $0
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1
New
$5.29 - $10.87 $5.29 - $10.9
1 $0
Rubrik Inc.
25
New
N/A
25 $0
Super Micro Computer Inc
17
New
N/A
17 $0
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
New
$154.39 - $176.55 $154 - $177
1 $0
Viper Energy Inc
49
+ 26.2%
N/A
236 $0
ZS
Zscaler, Inc.

Technology
1
New
$181.66 - $216.87 $182 - $217
1 $0
S
Sentinel One, Inc.

Technology
46
New
$18.17 - $24.97 $836 - $1.15K
46 $0
UNM
Unum Group

Financial Services
1
New
$71.8 - $83.34 $71.8 - $83.3
1 $0
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1
New
$60.74 - $73.87 $60.7 - $73.9
1 $0
Sandisk Corp
2
New
N/A
2 $0
CPB
Campbell Soup CO

Consumer Defensive
12
New
$37.29 - $42.04 $447 - $504
12 $0
STX
Seagate Technology Holdings PLC

Technology
5
New
$84.92 - $108.42 $425 - $542
5 $0
RGLD
Royal Gold Inc

Basic Materials
1
New
$132.55 - $163.51 $133 - $164
1 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
2
+ 13.33%
$123.3 - $154.95 $247 - $310
17 $2K
RF
Regions Financial Corp

Financial Services
52
+ 24.41%
$20.84 - $24.77 $1.08K - $1.29K
265 $5K
SCCO
Southern Copper Corp

Basic Materials
1
New
$85.92 - $101.48 $85.9 - $101
1 $0
RSSS
Research Solutions, Inc.

Technology
250
New
$2.6 - $4.15 $650 - $1.04K
250 $0
RGTI
Rigetti Computing, Inc.

Technology
25
New
$6.05 - $19.51 $151 - $488
25 $0
TRMB
Trimble Inc.

Technology
2
New
$65.52 - $77.49 $131 - $155
2 $0
RLI
Rli Corp

Financial Services
1
New
$71.75 - $163.21 $71.8 - $163
1 $0
RBLX
Roblox Corp

Communication Services
3
New
$53.77 - $75.47 $161 - $226
3 $0
VRTS
Virtus Investment Partners, Inc.

Financial Services
1
New
$167.94 - $220.1 $168 - $220
1 $0
VICI
Vici Properties Inc.

Real Estate
16
New
$28.21 - $32.68 $451 - $523
16 $0
Solventum Corp
6
+ 0.33%
N/A
1.85K $0
SJM
J M Smucker CO

Consumer Defensive
5
New
$100.41 - $118.41 $502 - $592
5 $0
OLED
Universal Display Corp Pa

Technology
1
New
$139.48 - $161.59 $139 - $162
1 $0
CRL
Charles River Laboratories International, Inc.

Healthcare
3
New
$150.52 - $190.14 $452 - $570
3 $0
CHRD
Oasis Petroleum Inc.

Energy
4
New
$101.34 - $127.78 $405 - $511
4 $0
CRUS
Cirrus Logic, Inc.

Technology
1
New
$97.89 - $111.4 $97.9 - $111
1 $0
COMP
Compass, Inc.

Technology
2
New
$5.35 - $10.24 $10.7 - $20.5
2 $0
DLB
Dolby Laboratories, Inc.

Industrials
1
New
$76.37 - $87.32 $76.4 - $87.3
1 $0
ENTG
Entegris Inc

Technology
1
New
$87.48 - $109.53 $87.5 - $110
1 $0
EPAM
Epam Systems, Inc.

Technology
5
New
N/A
5 $0
FN
Fabrinet

Technology
1
New
$183.66 - $267.24 $184 - $267
1 $0
FAF
First American Financial Corp

Financial Services
1
New
$57.7 - $66.47 $57.7 - $66.5
1 $0
FDN
First Tr Fd Dow Jones

ETFs
4
+ 80.0%
$221.38 - $266.86 $886 - $1.07K
9 $1K
Flutter Entmt PLC
1
+ 5.26%
N/A
20 $0
Activity Summary
Buys All Purchases 235 New Holdings 90 Increased Positions 145 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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