Forteris Wealth Management
TYL icon

Forteris Wealth Management’s Tyler Technologies TYL Stock Holding History

Forteris Wealth Management’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
Q3 		– Sell
-2,212
Closed -$647K – 73
2026
Q2 		$647K Buy
2,212
+1,600
+261% +$506K 0.53% 40
2026
Q1 		$210K Buy
+612
New +$228K 0.2% 67

Other funds holding TYL

Principal Financial Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Forteris Wealth Management's TYL Position: Q3 2026 in Review

Forteris Wealth Management sold out of Tyler Technologies (TYL) in Q3 2026, closing a stake of 2,212 shares — an estimated $647K sold.

Forteris Wealth Management first reported a position in TYL in Q1 2026 and held it in 2 quarters. The position peaked at $647K in Q2 2026. 360 funds tracked by Wall St. Rank hold TYL as of Q3 2026.

  • Forteris Wealth Management reported no remaining Tyler Technologies position as of Q3 2026 after selling out during the quarter.
  • Forteris Wealth Management sold 2,212 Tyler Technologies shares in Q3 2026, an estimated $647K.
  • Forteris Wealth Management first reported a position in Tyler Technologies in Q1 2026 and held it in 2 quarters.
  • Forteris Wealth Management's Tyler Technologies position peaked at $647K in Q2 2026.
  • 360 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.