Atria Investments’s Turning Point Brands TPB Stock Holding History

Atria Investments’s Portfolio TPB Stock Details TPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$216K	Buy	+3,688	New	+$289K	﹤0.01%	2045

Other funds holding TPB

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Atria Investments's TPB Position: Q3 2026 in Review

Atria Investments opened a new position in Turning Point Brands (TPB) in Q3 2026: 3,688 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2045 among its holdings.

11 funds tracked by Wall St. Rank hold TPB as of Q3 2026.

Atria Investments held 3,688 shares of Turning Point Brands worth $216K as of Q3 2026.
Turning Point Brands was a new Atria Investments position in Q3 2026.
Turning Point Brands made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #2045 holding.
11 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.