EFS
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Essex Financial Services’s Teekay TK Stock Holding History

Essex Financial Services’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,864
Closed -$97K – 808
2025
Q3 		$97K Buy
11,864
+18
+0.2% +$143 0.01% 742
2025
Q2 		$97.7K Buy
+11,846
New +$91.8K 0.01% 682
2014
Q3 		– Sell
-3,500
Closed -$218K – 310
2014
Q2 		$218K Buy
+3,500
New +$202K 0.07% 276
2013
Q3 		– Sell
-7,000
Closed -$284K – 276
2013
Q2 		$284K Buy
+7,000
New +$258K 0.1% 195

Other funds holding TK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essex Financial Services's TK Position: Q4 2025 in Review

Essex Financial Services sold out of Teekay (TK) in Q4 2025, closing a stake of 11,864 shares — an estimated $97K sold.

Essex Financial Services first reported a position in TK in Q2 2013 and held it in 4 quarters. The position peaked at $284K in Q2 2013. 193 funds tracked by Wall St. Rank hold TK as of Q4 2025.

  • Essex Financial Services reported no remaining Teekay position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 11,864 Teekay shares in Q4 2025, an estimated $97K.
  • Essex Financial Services first reported a position in Teekay in Q2 2013 and held it in 4 quarters.
  • Essex Financial Services's Teekay position peaked at $284K in Q2 2013.
  • 193 funds tracked by Wall St. Rank held Teekay as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.