EverSource Wealth Advisors’s Tejon Ranch TRC Stock Holding History

EverSource Wealth Advisors’s Portfolio TRC Stock Details TRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$654	Sell	35 -17	-33%	-$329	﹤0.01%	4077
2026 Q1	$980	Sell	52 -21	-29%	-$362	﹤0.01%	3862
2025 Q4	$1.15K	Sell	73 -564	-89%	-$9K	﹤0.01%	3672
2025 Q3	$10.2K	Sell	637 -527	-45%	-$9.19K	﹤0.01%	2814
2025 Q2	$19.7K	Buy	1,164 +1,137	+4,211%	+$18.7K	﹤0.01%	2297
2025 Q1	$428	Buy	27 +26	+2,600%	+$413	﹤0.01%	3507
2024 Q4	$16	Buy	+1	New	+$16	﹤0.01%	3719
2023 Q4	–	Sell	-55	Closed	-$892	–	2742
2023 Q3	$892	Hold	55	–	–	﹤0.01%	2276
2023 Q2	$947	Buy	+55	New	+$956	﹤0.01%	2252

Other funds holding TRC

TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

EverSource Wealth Advisors's TRC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Tejon Ranch (TRC) stake by 33% in Q2 2026, selling an estimated $329 and leaving 35 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #4077.

EverSource Wealth Advisors first reported a position in TRC in Q2 2023 and has held it in 9 quarters since. The position peaked at $19.7K in Q2 2025. 124 funds tracked by Wall St. Rank hold TRC as of Q2 2026.

EverSource Wealth Advisors held 35 shares of Tejon Ranch worth $654 as of Q2 2026.
EverSource Wealth Advisors sold 17 Tejon Ranch shares in Q2 2026, an estimated $329.
Tejon Ranch made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4077 holding.
EverSource Wealth Advisors first reported a position in Tejon Ranch in Q2 2023 and has held it in 9 quarters since.
EverSource Wealth Advisors's Tejon Ranch position peaked at $19.7K in Q2 2025.
124 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.