AFG
TDF

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
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% +$4.87K 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

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Atomi Financial Group's TDF Position: Q1 2026 in Review

Atomi Financial Group increased its Templeton Dragon Fund (TDF) stake by 12% in Q1 2026, buying an estimated $82.3K and bringing the position to 67,534 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #555.

Atomi Financial Group first reported a position in TDF in Q1 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold TDF as of Q1 2026.

  • Atomi Financial Group held 67,534 shares of Templeton Dragon Fund worth $717K as of Q1 2026.
  • Atomi Financial Group bought 7,198 Templeton Dragon Fund shares in Q1 2026, an estimated $82.3K.
  • Templeton Dragon Fund made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #555 holding.
  • Atomi Financial Group first reported a position in Templeton Dragon Fund in Q1 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.