IFP Advisors
TPB icon

IFP Advisors’s Turning Point Brands TPB Stock Holding History

IFP Advisors’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$359K Buy
6,120
+125
+2% +$9.8K 0.01% 1224
2026
Q2 		$508K Buy
5,995
+66
+1% +$5.48K 0.01% 1032
2026
Q1 		$515K Sell
5,929
-60
-1% -$6.69K 0.01% 947
2025
Q4 		$649K Buy
5,989
+2
+0% +$196 0.01% 826
2025
Q3 		$592K Buy
5,987
+21
+0.4% +$1.9K 0.02% 797
2025
Q2 		$458K Buy
5,966
+2,072
+53% +$141K 0.01% 868
2025
Q1 		$231K Buy
3,894
+3,890
+97,250% +$241K 0.01% 1107
2024
Q4 		$240 Buy
+4
New +$214 ﹤0.01% 3647
2021
Q3 		– Sell
-100
Closed -$5K – 3459
2021
Q2 		$5K Hold
100
– – ﹤0.01% 2496
2021
Q1 		$5K Hold
100
– – ﹤0.01% 2436
2020
Q4 		$4K Hold
100
– – ﹤0.01% 2433
2020
Q3 		$3K Buy
+100
New +$2.94K ﹤0.01% 2392
2019
Q1 		– Sell
-50
Closed -$1K – 3360
2018
Q4 		$1K Hold
50
– – ﹤0.01% 3389
2018
Q3 		$2K Buy
+50
New +$1.76K ﹤0.01% 3583

Other funds holding TPB

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFP Advisors's TPB Position: Q3 2026 in Review

IFP Advisors increased its Turning Point Brands (TPB) stake by 2.1% in Q3 2026, buying an estimated $9.8K and bringing the position to 6,120 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1224.

IFP Advisors first reported a position in TPB in Q3 2018 and has held it in 14 quarters since. The position peaked at $649K in Q4 2025. 14 funds tracked by Wall St. Rank hold TPB as of Q3 2026.

  • IFP Advisors held 6,120 shares of Turning Point Brands worth $359K as of Q3 2026.
  • IFP Advisors bought 125 Turning Point Brands shares in Q3 2026, an estimated $9.8K.
  • Turning Point Brands made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1224 holding.
  • IFP Advisors first reported a position in Turning Point Brands in Q3 2018 and has held it in 14 quarters since.
  • IFP Advisors's Turning Point Brands position peaked at $649K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2026.

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