Abel Hall LLC
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Abel Hall LLC’s Treace Medical Concepts TMCI Stock Holding History

Abel Hall LLC’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$165K Sell
37,162
-57
-0.2% -$256 0.03% 731
2026
Q2 		$148K Sell
37,219
-1,413
-4% -$3.88K 0.03% 792
2026
Q1 		$51.8K Buy
+38,632
New +$77K 0.01% 741

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LS
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Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Abel Hall LLC's TMCI Position: Q3 2026 in Review

Abel Hall LLC reduced its Treace Medical Concepts (TMCI) stake by 0.15% in Q3 2026, selling an estimated $256 and leaving 37,162 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #731.

Abel Hall LLC first reported a position in TMCI in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold TMCI as of Q3 2026.

  • Abel Hall LLC held 37,162 shares of Treace Medical Concepts worth $165K as of Q3 2026.
  • Abel Hall LLC sold 57 Treace Medical Concepts shares in Q3 2026, an estimated $256.
  • Treace Medical Concepts made up 0.03% of Abel Hall LLC's portfolio in Q3 2026, its #731 holding.
  • Abel Hall LLC first reported a position in Treace Medical Concepts in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.