IFP Advisors’s Taylor Devices TAYD Stock Holding History

IFP Advisors’s Portfolio TAYD Stock Details TAYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-380	Closed	-$22.3K	–	5395
2026 Q2	$22.3K	Hold	380	–	–	﹤0.01%	2912
2026 Q1	$21.7K	Buy	+380	New	+$29.2K	﹤0.01%	2733
2025 Q2	–	Hold	0	–	–	–	4553
2024 Q2	–	Sell	-243	Closed	-$12.1K	–	3340
2024 Q1	$12.1K	Buy	+243	New	+$8.48K	﹤0.01%	2169

Other funds holding TAYD

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's TAYD Position: Q3 2026 in Review

IFP Advisors sold out of Taylor Devices (TAYD) in Q3 2026, closing a stake of 380 shares — an estimated $22.3K sold.

IFP Advisors first reported a position in TAYD in Q1 2024 and held it in 3 quarters. The position peaked at $22.3K in Q2 2026. 6 funds tracked by Wall St. Rank hold TAYD as of Q3 2026.

IFP Advisors reported no remaining Taylor Devices position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 380 Taylor Devices shares in Q3 2026, an estimated $22.3K.
IFP Advisors first reported a position in Taylor Devices in Q1 2024 and held it in 3 quarters.
IFP Advisors's Taylor Devices position peaked at $22.3K in Q2 2026.
6 funds tracked by Wall St. Rank held Taylor Devices as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.