Tfc Financial Management Incresed Positions in Q3 2025

Tfc Financial Management

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MIDD
Middleby Corp

Industrials
230
+ 23000.0%
$118.3 - $150.16 $27.2K - $34.5K
231 $30K
MS
Morgan Stanley

Financial Services
9
+ 0.58%
$139.09 - $161.16 $1.25K - $1.45K
1.57K $249K
RKT
Rocket Companies, Inc.

Financial Services
302
+ 7.54%
$13.31 - $21.16 $4.02K - $6.39K
4.31K $83K
SNPS
Synopsys Inc

Technology
50
+ 1250.0%
$387.78 - $645.35 $19.4K - $32.3K
54 $26K
HPE
Hewlett Packard Enterprise CO

Technology
970
+ 2694.44%
$19.81 - $25.24 $19.2K - $24.5K
1.01K $24K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50
+ 2.45%
$132.9 - $142.03 $6.65K - $7.1K
2.09K $294K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
250
+ 25000.0%
$93.1 - $110.49 $23.3K - $27.6K
251 $23K
PHO
Invesco Exchange Traded Fd Tr

ETFs
252
+ 14.27%
$69.62 - $73.99 $17.5K - $18.6K
2.02K $145K
UNH
Unitedhealth Group Inc

Healthcare
24
+ 6.15%
$237.77 - $353.61 $5.71K - $8.49K
414 $142K
BAC
Bank Of America Corp

Financial Services
168
+ 5.68%
$44.92 - $52.42 $7.55K - $8.81K
3.13K $161K
IWD
Ishares Russell 1000 Val ETF

ETFs
38
+ 3.87%
$192.76 - $203.86 $7.32K - $7.75K
1.02K $207K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.08%
$195.41 - $212.37 $195 - $212
1.24K $258K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
+ 0.33%
$89.32 - $107.82 $268 - $323
918 $98K
AXP
American Express CO

Financial Services
16
+ 1.89%
$294.27 - $342.31 $4.71K - $5.48K
864 $286K
VT
Vanguard Total World Stk Index

ETFs
77
+ 13.01%
$128.41 - $138.03 $9.89K - $10.6K
669 $92K
AFL
Aflac Inc

Financial Services
145
+ 630.43%
$98.09 - $111.7 $14.2K - $16.2K
168 $18K
PSX
Phillips 66

Energy
8
+ 1.01%
$118.37 - $139.46 $947 - $1.12K
801 $108K
HOOD
Robinhood Markets, Inc.

Technology
100
+ 3333.33%
$91.27 - $143.18 $9.13K - $14.3K
103 $14K
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.38%
$103.66 - $114.59 $415 - $458
1.06K $121K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.43%
$90.65 - $109.75 $272 - $329
697 $75K
PLD
Prologis, Inc.

Real Estate
5
+ 0.49%
$104.08 - $115.35 $520 - $577
1.03K $117K
DFIV
Dimensional ETF Tr

ETFs
13
+ 0.43%
$42.66 - $46.53 $555 - $605
3.01K $138K
MU
Micron Technology Inc

Technology
1
+ 0.41%
$104.88 - $168.89 $105 - $169
245 $40K
C
Citigroup Inc

Financial Services
34
+ 10.46%
$85.57 - $103.49 $2.91K - $3.52K
359 $36K
CVS
Cvs Health Corp

Healthcare
51
+ 9.53%
$58.75 - $76.5 $3K - $3.9K
586 $44K
VST
Vistra Corp.

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

ETFs
8
+ 0.33%
$25.29 - $28.33 $202 - $227
2.41K $67K
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
DFUS
Dimensional ETF Tr U S Equity

ETFs
3
+ 0.23%
$67.01 - $72.84 $201 - $219
1.31K $94K
MTB
M&T Bank Corp

Financial Services
24
+ 13.71%
$183.74 - $204.05 $4.41K - $4.9K
199 $39K
COP
Conocophillips

Energy
38
+ 6.53%
$91.0 - $98.99 $3.46K - $3.76K
620 $58K
HALO
Halozyme Therapeutics, Inc.

Healthcare
33
+ 18.64%
$52.92 - $78.28 $1.75K - $2.58K
210 $15K
UL
Unilever PLC

Consumer Defensive
141
+ 11.71%
$58.43 - $65.01 $8.24K - $9.17K
1.35K $79K
GRMN
Garmin LTD

Technology
1
+ 0.64%
$211.13 - $246.22 $211 - $246
158 $38K
SOFI
So Fi Technologies, Inc.

Financial Services
98
+ 23.44%
$17.64 - $29.81 $1.73K - $2.92K
516 $13K
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
NUBD
Nuveen Esg U.S. Aggregate Bond

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

Consumer Defensive
4
+ 0.38%
$117.67 - $131.43 $471 - $526
1.06K $131K
COIN
Coinbase Global, Inc.

Technology
12
+ 150.0%
$297.99 - $419.78 $3.58K - $5.04K
20 $6K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.98%
$534.91 - $598.71 $535 - $599
103 $57K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 2.35%
$185.88 - $207.44 $744 - $830
174 $34K
NUVB
Nuvation Bio Inc.

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