FSWA
TYL icon

Financial Synergies Wealth Advisors’s Tyler Technologies TYL Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439K Sell
1,502
-1,500
-50% -$474K 0.04% 89
2026
Q1 		$1.03M Buy
+3,002
New +$1.12M 0.1% 61

Other funds holding TYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Synergies Wealth Advisors's TYL Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Tyler Technologies (TYL) stake by 50% in Q2 2026, selling an estimated $474K and leaving 1,502 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #89.

Financial Synergies Wealth Advisors first reported a position in TYL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2026. 763 funds tracked by Wall St. Rank hold TYL as of Q2 2026.

  • Financial Synergies Wealth Advisors held 1,502 shares of Tyler Technologies worth $439K as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 1,500 Tyler Technologies shares in Q2 2026, an estimated $474K.
  • Tyler Technologies made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Financial Synergies Wealth Advisors first reported a position in Tyler Technologies in Q1 2026 and has held it in 2 quarters since.
  • Financial Synergies Wealth Advisors's Tyler Technologies position peaked at $1.03M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.