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Independent Financial Group’s Molson Coors Class B TAP Stock Holding History

Independent Financial Group’s Portfolio TAP Stock Details TAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,503
Closed -$213K – 1353
2025
Q1 		$213K Sell
3,503
-169
-5% -$9.73K 0.01% 1092
2024
Q4 		$210K Buy
+3,672
New +$214K 0.01% 1079

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Independent Financial Group's TAP Position: Q2 2025 in Review

Independent Financial Group sold out of Molson Coors Class B (TAP) in Q2 2025, closing a stake of 3,503 shares — an estimated $213K sold.

Independent Financial Group first reported a position in TAP in Q4 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 662 funds tracked by Wall St. Rank hold TAP as of Q2 2025.

  • Independent Financial Group reported no remaining Molson Coors Class B position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,503 Molson Coors Class B shares in Q2 2025, an estimated $213K.
  • Independent Financial Group first reported a position in Molson Coors Class B in Q4 2024 and held it in 2 quarters.
  • Independent Financial Group's Molson Coors Class B position peaked at $213K in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.