IA
TDF

IFP Advisors’s Templeton Dragon Fund TDF Stock Holding History

IFP Advisors’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53K Hold
324
– – ﹤0.01% 3982
2026
Q1 		$3.44K Hold
324
– – ﹤0.01% 3744
2025
Q4 		$3.65K Hold
324
– – ﹤0.01% 3574
2025
Q3 		$3.77K Hold
324
– – ﹤0.01% 3410
2025
Q2 		$3.24K Hold
324
– – ﹤0.01% 3657
2025
Q1 		$3.14K Hold
324
– – ﹤0.01% 2998
2024
Q4 		$2.75K Buy
+324
New +$2.87K ﹤0.01% 2988
2022
Q4 		– Sell
-100
Closed -$2K – 4835
2022
Q3 		$2K Hold
100
– – ﹤0.01% 4410
2022
Q2 		$2K Hold
100
– – ﹤0.01% 4187
2022
Q1 		$2K Buy
+100
New +$1.52K ﹤0.01% 4185
2019
Q1 		$4K Hold
200
– – ﹤0.01% 1949
2018
Q4 		$3K Sell
200
-1,335
-87% -$23.4K ﹤0.01% 3067
2018
Q3 		$31K Sell
1,535
-850
-36% -$17.5K ﹤0.01% 2189
2018
Q2 		$51K Sell
2,385
-150
-6% -$3.33K ﹤0.01% 1896
2018
Q1 		$55K Hold
2,535
– – ﹤0.01% 1760
2017
Q4 		$55K Sell
2,535
-401
-14% -$8.57K ﹤0.01% 1777
2017
Q3 		$61K Hold
2,936
– – ﹤0.01% 1873
2017
Q2 		$59K Sell
2,936
-279
-9% -$5.4K ﹤0.01% 1854
2017
Q1 		$60K Buy
3,215
+100
+3% +$1.78K ﹤0.01% 1823
2016
Q4 		$51K Buy
3,115
+450
+17% +$7.64K ﹤0.01% 1877
2016
Q3 		$47K Sell
2,665
-873
-25% -$15.7K ﹤0.01% 1860
2016
Q2 		$61K Buy
3,538
+3,338
+1,669% +$56.6K ﹤0.01% 1650
2016
Q1 		$4K Sell
200
-3,338
-94% -$53.6K ﹤0.01% 1944
2015
Q4 		$63K Buy
+3,538
New +$68.5K ﹤0.01% 1463

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

IFP Advisors's TDF Position: Q2 2026 in Review

IFP Advisors held its Templeton Dragon Fund (TDF) position steady in Q2 2026 at 324 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3982.

IFP Advisors first reported a position in TDF in Q4 2015 and has held it in 24 quarters since. The position peaked at $63K in Q4 2015. 50 funds tracked by Wall St. Rank hold TDF as of Q2 2026.

  • IFP Advisors held 324 shares of Templeton Dragon Fund worth $3.53K as of Q2 2026.
  • IFP Advisors left its Templeton Dragon Fund share count unchanged in Q2 2026.
  • Templeton Dragon Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3982 holding.
  • IFP Advisors first reported a position in Templeton Dragon Fund in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's Templeton Dragon Fund position peaked at $63K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.