Chevy Chase Trust
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Chevy Chase Trust’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Chevy Chase Trust’s Portfolio TPSC Stock Details TPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$931K Sell
19,398
-772
-4% -$35.1K ﹤0.01% 587
2026
Q1 		$856K Buy
+20,170
New +$880K ﹤0.01% 582

Other funds holding TPSC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Chevy Chase Trust's TPSC Position: Q2 2026 in Review

Chevy Chase Trust reduced its Timothy Plan US Small Cap Core ETF (TPSC) stake by 3.8% in Q2 2026, selling an estimated $35.1K and leaving 19,398 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Chevy Chase Trust first reported a position in TPSC in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

  • Chevy Chase Trust held 19,398 shares of Timothy Plan US Small Cap Core ETF worth $931K as of Q2 2026.
  • Chevy Chase Trust sold 772 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $35.1K.
  • Timothy Plan US Small Cap Core ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #587 holding.
  • Chevy Chase Trust first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.