Tfc Financial Management Purchases in Q3 2025

Tfc Financial Management

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVZ
Invesco Ltd.

Financial Services
82
+ 234.29%
$16.17 - $23.0 $1.33K - $1.89K
117 $2K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
6
+ 1.39%
$24.38 - $30.89 $146 - $185
438 $13K
HAL
Halliburton CO

Energy
47
+ 32.87%
$20.5 - $25.11 $964 - $1.18K
190 $4K
SQ
Block, Inc.

Technology
9
+ 81.82%
N/A
20 $1K
OXY
Occidental Petroleum Corp

Energy
37
New
$42.54 - $48.1 $1.57K - $1.78K
37 $1K
IBKR
Interactive Brokers Group, Inc.

Financial Services
14
+ 350.0%
$56.32 - $68.81 $788 - $963
18 $1K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.63%
$86.72 - $92.61 $173 - $185
319 $28K
COMP
Compass, Inc.

Technology
200
New
$6.15 - $9.69 $1.23K - $1.94K
200 $1K
GERN
Geron Corp

Healthcare
1K
New
$1.1 - $1.47 $1.1K - $1.47K
1K $1K
DE
Deere & CO

Industrials
27
+ 11.74%
$457.26 - $524.37 $12.3K - $14.2K
257 $117K
HBAN
Huntington Bancshares Inc

Financial Services
21
+ 13.21%
$15.87 - $17.88 $333 - $375
180 $3K
HDV
Ishares Core High Dividend ETF

ETFs
12
New
$118.16 - $123.66 $1.42K - $1.48K
12 $1K
CMI
Cummins Inc

Industrials
2
+ 50.0%
$327.85 - $426.39 $656 - $853
6 $2K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.32%
$50.79 - $54.95 $50.8 - $55
309 $16K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
171
New
$10.03 - $10.4 $1.72K - $1.78K
171 $1K
MHK
Mohawk Industries Inc

Consumer Cyclical
3
+ 17.65%
$107.23 - $139.75 $322 - $419
20 $2K
ELS
Equity Lifestyle Properties Inc

Real Estate
21
New
$58.43 - $62.12 $1.23K - $1.3K
21 $1K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
85
+ 25.45%
$25.83 - $30.45 $2.2K - $2.59K
419 $11K
CHK
Chesapeake Energy Corp

Energy
15
+ 300.0%
N/A
20 $1K
SBUX
Starbucks Corp

Consumer Cyclical
9
+ 17.65%
$81.9 - $96.86 $737 - $872
60 $5K
EBAY
Ebay Inc

Consumer Cyclical
8
+ 266.67%
$75.33 - $100.77 $603 - $806
11 $1K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
1
New
$50.34 - $65.52 $50.3 - $65.5
1 $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
4
New
$24.0 - $31.51 $96 - $126
4 $0
CPB
Campbell Soup CO

Consumer Defensive
16
New
$30.41 - $34.03 $487 - $544
16 $0
TFX
Teleflex Inc

Healthcare
4
New
$109.79 - $132.5 $439 - $530
4 $0
Spinnaker ETF Series
200
New
N/A
200 $0
TGLS
Tecnoglass Inc.

Basic Materials
36
+ 15.93%
$65.7 - $83.06 $2.37K - $2.99K
262 $17K
SWK
Stanley Black & Decker, Inc.

Industrials
11
+ 73.33%
$66.98 - $79.52 $737 - $875
26 $1K
TPR
Tapestry, Inc.

Consumer Cyclical
4
New
$86.48 - $116.14 $346 - $465
4 $0
DNOW
Now Inc.

Energy
1
New
$13.65 - $16.2 $13.7 - $16.2
1 $0
DXCM
Dexcom Inc

Healthcare
5
+ 250.0%
$66.46 - $89.53 $332 - $448
7 $0
D
Dominion Energy, Inc

Utilities
1
+ 7.69%
$56.32 - $62.1 $56.3 - $62.1
14 $0
SXC
Sun Coke Energy, Inc.

Basic Materials
1
New
$7.23 - $8.83 $7.23 - $8.83
1 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
5
+ 166.67%
$52.3 - $57.69 $262 - $288
8 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
1
New
$36.91 - $60.06 $36.9 - $60.1
1 $0
RCUS
Arcus Biosciences, Inc.

Healthcare
1
New
$8.22 - $13.6 $8.22 - $13.6
1 $0
Anglogold Ashanti PLC
3
New
N/A
3 $0
Viking Holdings LTD
700
New
N/A
700 $0
Anaptysbio Inc
1
New
N/A
1 $0
AEE
Ameren Corp

Utilities
5
+ 166.67%
$95.0 - $104.38 $475 - $522
8 $0
ALKT
Alkami Technology, Inc.

Technology
1
New
$20.12 - $30.64 $20.1 - $30.6
1 $0
WMK
Weis Markets Inc

Consumer Defensive
1
New
$69.34 - $78.32 $69.3 - $78.3
1 $0
ATRC
Atri Cure, Inc.

Healthcare
1
New
$29.24 - $37.87 $29.2 - $37.9
1 $0
CORT
Corcept Therapeutics Inc

Healthcare
1
New
$67.17 - $83.9 $67.2 - $83.9
1 $0
BIIB
Biogen Inc.

Healthcare
3
+ 300.0%
$122.68 - $148.84 $368 - $447
4 $0
Unicycive Therapeutics Inc
300
New
N/A
300 $0
Cooper Cos Inc
7
+ 700.0%
N/A
8 $0
UWMC
Uwm Holdings Corp

Financial Services
14
New
$3.99 - $6.91 $55.9 - $96.7
14 $0
CAG
Conagra Brands Inc.

Consumer Defensive
26
New
$18.04 - $21.14 $469 - $550
26 $0
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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