BFG
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Birch Financial Group’s TransDigm Group TDG Stock Holding History

Birch Financial Group’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-139
Closed -$211K – 136
2025
Q2 		$211K Sell
139
-10
-7% -$14K 0.17% 107
2025
Q1 		$206K Sell
149
-20
-12% -$26.7K 0.18% 103
2024
Q4 		$215K Buy
+169
New +$223K 0.24% 79

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birch Financial Group's TDG Position: Q3 2025 in Review

Birch Financial Group sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 139 shares — an estimated $211K sold.

Birch Financial Group first reported a position in TDG in Q4 2024 and held it in 3 quarters. The position peaked at $215K in Q4 2024. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

  • Birch Financial Group reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
  • Birch Financial Group sold 139 TransDigm Group shares in Q3 2025, an estimated $211K.
  • Birch Financial Group first reported a position in TransDigm Group in Q4 2024 and held it in 3 quarters.
  • Birch Financial Group's TransDigm Group position peaked at $215K in Q4 2024.
  • 1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Birch Financial Group's 13F filing for Q3 2025, filed 31 Oct 2025.