Tfc Financial Management Purchases in Q3 2025

Tfc Financial Management

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
3
+ 0.23%
$67.01 - $72.84 $201 - $219
1.31K $94K
VST
Vistra Corp.

Utilities
35
+ 318.18%
$182.0 - $217.92 $6.37K - $7.63K
46 $9K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8
+ 0.33%
$25.29 - $28.33 $202 - $227
2.41K $67K
TGT
Target Corp

Consumer Defensive
77
+ 275.0%
$86.56 - $107.43 $6.67K - $8.27K
105 $9K
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 7.78%
$915.95 - $994.57 $60.5K - $65.6K
914 $846K
DASH
Door Dash, Inc.

Communication Services
14
+ 13.86%
$234.5 - $272.5 $3.28K - $3.82K
115 $31K
GENI
Genius Sports LTD

Communication Services
435
+ 77.26%
$9.74 - $13.55 $4.24K - $5.89K
998 $12K
UL
Unilever PLC

Consumer Defensive
141
+ 11.71%
$58.43 - $65.01 $8.24K - $9.17K
1.35K $79K
HALO
Halozyme Therapeutics, Inc.

Healthcare
33
+ 18.64%
$52.92 - $78.28 $1.75K - $2.58K
210 $15K
SOFI
So Fi Technologies, Inc.

Financial Services
98
+ 23.44%
$17.64 - $29.81 $1.73K - $2.92K
516 $13K
COP
Conocophillips

Energy
38
+ 6.53%
$91.0 - $98.99 $3.46K - $3.76K
620 $58K
BNDX
Vanguard Total International B

ETFs
141
New
$49.0 - $49.51 $6.91K - $6.98K
141 $6K
ITB
Ishares Tr

ETFs
63
New
$94.18 - $117.14 $5.93K - $7.38K
63 $6K
HLN
Haleon PLC

Healthcare
700
New
$8.72 - $10.35 $6.1K - $7.25K
700 $6K
GRMN
Garmin LTD

Technology
1
+ 0.64%
$211.13 - $246.22 $211 - $246
158 $38K
O
Realty Income Corp

Real Estate
67
+ 131.37%
$56.13 - $60.79 $3.76K - $4.07K
118 $7K
TNGX
Tango Therapeutics, Inc.

Healthcare
500
+ 166.67%
$4.96 - $8.53 $2.48K - $4.27K
800 $6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 0.75%
$90.62 - $107.71 $453 - $539
676 $66K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
104
New
$49.34 - $53.96 $5.13K - $5.61K
104 $5K
CAT
Caterpillar Inc

Industrials
1
+ 2.13%
$390.92 - $477.15 $391 - $477
48 $22K
UBER
Uber Technologies, Inc

Technology
6
+ 0.83%
$86.91 - $99.57 $521 - $597
726 $71K
COIN
Coinbase Global, Inc.

Technology
12
+ 150.0%
$297.99 - $419.78 $3.58K - $5.04K
20 $6K
PLTM
Granite Shares Platinum Trust

ETFs
300
New
$12.47 - $15.43 $3.74K - $4.63K
300 $4K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
181
New
$26.38 - $27.95 $4.77K - $5.06K
181 $4K
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
2.5K
New
$1.13 - $1.78 $2.82K - $4.45K
2.5K $4K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.98%
$534.91 - $598.71 $535 - $599
103 $57K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
167
+ 15.03%
$21.91 - $22.57 $3.66K - $3.77K
1.28K $28K
CLX
Clorox CO

Consumer Defensive
4
+ 0.38%
$117.67 - $131.43 $471 - $526
1.06K $131K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
2.5K
New
$0.58 - $1.66 $1.45K - $4.15K
2.5K $3K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
138
New
$22.64 - $23.22 $3.12K - $3.2K
138 $3K
CMCSA
Comcast Corp

Communication Services
124
+ 78.98%
$31.41 - $36.33 $3.89K - $4.5K
281 $8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 2.35%
$185.88 - $207.44 $744 - $830
174 $34K
SGMO
Sangamo Therapeutics, Inc

Healthcare
4.62K
New
$0.44 - $0.7 $2.03K - $3.23K
4.62K $3K
F
Ford Motor CO

Consumer Cyclical
200
+ 307.69%
$10.82 - $12.09 $2.16K - $2.42K
265 $3K
NUVB
Nuvation Bio Inc.

Healthcare
500
+ 100.0%
$1.94 - $3.9 $970 - $1.95K
1K $3K
NFLX
Netflix Inc

Communication Services
10
+ 14.93%
$1147.87 - $1297.18 $11.5K - $13K
77 $92K
MRNA
Moderna, Inc.

Healthcare
125
New
$23.51 - $34.67 $2.94K - $4.33K
125 $3K
ED
Consolidated Edison Inc

Utilities
29
+ 362.5%
$95.57 - $105.36 $2.77K - $3.06K
37 $3K
NOC
Northrop Grumman Corp

Industrials
1
+ 4.0%
$498.9 - $609.32 $499 - $609
26 $15K
OKE
Oneok Inc

Energy
19
+ 52.78%
$71.36 - $83.47 $1.36K - $1.59K
55 $4K
SKYH
Sky Harbour Group Corp

Industrials
250
New
$9.44 - $10.95 $2.36K - $2.74K
250 $2K
NKE
Nike, Inc.

Consumer Cyclical
22
+ 183.33%
$69.24 - $79.24 $1.52K - $1.74K
34 $2K
XLE
Energy Sector Spdr

ETFs
24
New
$84.25 - $91.99 $2.02K - $2.21K
24 $2K
TRGP
Targa Resources Corp.

Energy
12
+ 1200.0%
$160.52 - $174.4 $1.93K - $2.09K
13 $2K
BKR
Baker Hughes CO

Energy
21
+ 22.34%
$38.68 - $50.55 $812 - $1.06K
115 $5K
REET
Ishares Global Reit ETF

ETFs
103
New
$24.45 - $25.91 $2.52K - $2.67K
103 $2K
ADM
Archer Daniels Midland CO

Consumer Defensive
43
+ 2150.0%
$53.54 - $64.21 $2.3K - $2.76K
45 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 3.14%
$83.65 - $95.26 $418 - $476
164 $14K
AES
Aes Corp

Utilities
177
+ 983.33%
$10.77 - $13.94 $1.91K - $2.47K
195 $2K
Activity Summary
Buys All Purchases 254 New Holdings 92 Increased Positions 162 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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