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Independent Financial Group’s TE Connectivity TEL Stock Holding History

Independent Financial Group’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$654K Buy
3,097
+412
+15% +$85.2K 0.01% 870
2026
Q2 		$541K Sell
2,685
-29
-1% -$6.18K 0.01% 966
2026
Q1 		$567K Sell
2,714
-1,703
-39% -$376K 0.01% 871
2025
Q4 		$1M Buy
+4,417
New +$1.02M 0.02% 615

Other funds holding TEL

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group's TEL Position: Q3 2026 in Review

Independent Financial Group increased its TE Connectivity (TEL) stake by 15% in Q3 2026, buying an estimated $85.2K and bringing the position to 3,097 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #870.

Independent Financial Group first reported a position in TEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1M in Q4 2025. 93 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

  • Independent Financial Group held 3,097 shares of TE Connectivity worth $654K as of Q3 2026.
  • Independent Financial Group bought 412 TE Connectivity shares in Q3 2026, an estimated $85.2K.
  • TE Connectivity made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #870 holding.
  • Independent Financial Group first reported a position in TE Connectivity in Q4 2025 and has held it in 4 quarters since.
  • Independent Financial Group's TE Connectivity position peaked at $1M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.