Atomi Financial Group
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Atomi Financial Group’s Templeton Dragon Fund TDF Stock Holding History

Atomi Financial Group’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-67,650
Closed -$737K – 1432
2026
Q2 		$737K Buy
67,650
+116
+0.2% +$1.28K 0.02% 601
2026
Q1 		$717K Buy
67,534
+7,198
+12% +$82.3K 0.02% 555
2025
Q4 		$679K Buy
60,336
+2,241
+4% +$25.5K 0.02% 558
2025
Q3 		$677K Buy
58,095
+453
+0.8% +$4.86K 0.02% 520
2025
Q2 		$576K Buy
57,642
+2,116
+4% +$20.1K 0.02% 527
2025
Q1 		$539K Buy
+55,526
New +$510K 0.02% 505

Other funds holding TDF

City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Atomi Financial Group's TDF Position: Q3 2026 in Review

Atomi Financial Group sold out of Templeton Dragon Fund (TDF) in Q3 2026, closing a stake of 67,650 shares — an estimated $737K sold.

Atomi Financial Group first reported a position in TDF in Q1 2025 and held it in 6 quarters. The position peaked at $737K in Q2 2026. 21 funds tracked by Wall St. Rank hold TDF as of Q3 2026.

  • Atomi Financial Group reported no remaining Templeton Dragon Fund position as of Q3 2026 after selling out during the quarter.
  • Atomi Financial Group sold 67,650 Templeton Dragon Fund shares in Q3 2026, an estimated $737K.
  • Atomi Financial Group first reported a position in Templeton Dragon Fund in Q1 2025 and held it in 6 quarters.
  • Atomi Financial Group's Templeton Dragon Fund position peaked at $737K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.