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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

IFP Advisors's TPB Position: Q2 2026 in Review

IFP Advisors increased its Turning Point Brands (TPB) stake by 1.1% in Q2 2026, buying an estimated $5.48K and bringing the position to 5,995 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1032.

IFP Advisors first reported a position in TPB in Q3 2018 and has held it in 13 quarters since. The position peaked at $649K in Q4 2025. 230 funds tracked by Wall St. Rank hold TPB as of Q2 2026.

IFP Advisors held 5,995 shares of Turning Point Brands worth $508K as of Q2 2026.
IFP Advisors bought 66 Turning Point Brands shares in Q2 2026, an estimated $5.48K.
Turning Point Brands made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1032 holding.
IFP Advisors first reported a position in Turning Point Brands in Q3 2018 and has held it in 13 quarters since.
IFP Advisors's Turning Point Brands position peaked at $649K in Q4 2025.
230 funds tracked by Wall St. Rank held Turning Point Brands as of Q2 2026.

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