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Forum Financial Management’s TC Energy TRP Stock Holding History

Forum Financial Management’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,439
Closed -$244K – 936
2025
Q4 		$244K Hold
4,439
– – ﹤0.01% 854
2025
Q3 		$242K Buy
+4,439
New +$223K ﹤0.01% 858

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's TRP Position: Q1 2026 in Review

Forum Financial Management sold out of TC Energy (TRP) in Q1 2026, closing a stake of 4,439 shares — an estimated $244K sold.

Forum Financial Management first reported a position in TRP in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 685 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Forum Financial Management reported no remaining TC Energy position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,439 TC Energy shares in Q1 2026, an estimated $244K.
  • Forum Financial Management first reported a position in TC Energy in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's TC Energy position peaked at $244K in Q4 2025.
  • 685 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.