IFP Advisors
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IFP Advisors’s Teekay TK Stock Holding History

IFP Advisors’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.11K Hold
148
– – ﹤0.01% 4208
2026
Q2 		$1.48K Sell
148
-1
-0.7% -$13 ﹤0.01% 4371
2026
Q1 		$1.82K Sell
149
-52
-26% -$574 ﹤0.01% 3993
2025
Q4 		$1.82K Buy
201
+135
+205% +$1.24K ﹤0.01% 3875
2025
Q3 		$540 Sell
66
-12
-15% -$95 ﹤0.01% 4152
2025
Q2 		$644 Buy
78
+47
+152% +$364 ﹤0.01% 4359
2025
Q1 		$204 Hold
31
– – ﹤0.01% 3663
2024
Q4 		$215 Buy
+31
New +$239 ﹤0.01% 3703
2023
Q1 		– Sell
-291
Closed -$2K – 4344
2022
Q4 		$2K Buy
+291
New +$1.21K ﹤0.01% 4224
2019
Q4 		– Sell
-1,397
Closed -$6.91K – 3111
2019
Q3 		$6K Buy
+1,397
New +$5.59K ﹤0.01% 2292
2019
Q1 		$5K Hold
1,397
– – ﹤0.01% 1880
2018
Q4 		$5K Buy
1,397
+449
+47% +$2.46K ﹤0.01% 2870
2018
Q3 		$6K Hold
948
– – ﹤0.01% 3149
2018
Q2 		$7K Sell
948
-586
-38% -$4.89K ﹤0.01% 3112
2018
Q1 		$14K Hold
1,534
– – ﹤0.01% 2605
2017
Q4 		$14K Hold
1,534
– – ﹤0.01% 2642
2017
Q3 		$14K Sell
1,534
-5,028
-77% -$44K ﹤0.01% 2846
2017
Q2 		$44K Buy
6,562
+5,542
+543% +$40.9K ﹤0.01% 2057
2017
Q1 		$9K Buy
+1,020
New +$9.9K ﹤0.01% 3000
2016
Q2 		– Sell
-1,397
Closed -$5K – 4067
2016
Q1 		$5K Buy
+1,397
New +$10.5K ﹤0.01% 1878

Other funds holding TK

BBWA
Bell & Brown Wealth Advisors Newport Beach, California $320M AUM 23.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's TK Position: Q3 2026 in Review

IFP Advisors held its Teekay (TK) position steady in Q3 2026 at 148 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4208.

IFP Advisors first reported a position in TK in Q1 2016 and has held it in 20 quarters since. The position peaked at $44K in Q2 2017. 14 funds tracked by Wall St. Rank hold TK as of Q3 2026.

  • IFP Advisors held 148 shares of Teekay worth $2.11K as of Q3 2026.
  • IFP Advisors left its Teekay share count unchanged in Q3 2026.
  • Teekay made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4208 holding.
  • IFP Advisors first reported a position in Teekay in Q1 2016 and has held it in 20 quarters since.
  • IFP Advisors's Teekay position peaked at $44K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held Teekay as of Q3 2026.

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