Independent Financial Group’s TMC The Metals Company TMC Stock Holding History

Independent Financial Group’s Portfolio TMC Stock Details TMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.3K	Buy	14,288 +500	+4%	+$2.61K	﹤0.01%	1529
2026 Q1	$64.4K	Buy	13,788 +2,050	+17%	+$13.2K	﹤0.01%	1434
2025 Q4	$72.4K	Hold	11,738	–	–	﹤0.01%	1389
2025 Q3	$74.8K	Hold	11,738	–	–	﹤0.01%	1340
2025 Q2	$77.5K	Buy	11,738 +1,738	+17%	+$6.67K	﹤0.01%	1273
2025 Q1	$17.2K	Hold	10,000	–	–	﹤0.01%	1167
2024 Q4	$11.2K	Hold	10,000	–	–	﹤0.01%	1153
2024 Q3	$10.6K	Hold	10,000	–	–	﹤0.01%	1123
2024 Q2	$13.5K	Hold	10,000	–	–	﹤0.01%	1082
2024 Q1	$14.3K	Hold	10,000	–	–	﹤0.01%	1012
2023 Q4	$11K	Sell	10,000 -2,035	-17%	-$2.1K	﹤0.01%	946
2023 Q3	$11.9K	Buy	+12,035	New	+$17.3K	﹤0.01%	895

Other funds holding TMC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Independent Financial Group's TMC Position: Q2 2026 in Review

Independent Financial Group increased its TMC The Metals Company (TMC) stake by 3.6% in Q2 2026, buying an estimated $2.61K and bringing the position to 14,288 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Independent Financial Group first reported a position in TMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $77.5K in Q2 2025. 211 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

Independent Financial Group held 14,288 shares of TMC The Metals Company worth $63.3K as of Q2 2026.
Independent Financial Group bought 500 TMC The Metals Company shares in Q2 2026, an estimated $2.61K.
TMC The Metals Company made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1529 holding.
Independent Financial Group first reported a position in TMC The Metals Company in Q3 2023 and has held it in 12 quarters since.
Independent Financial Group's TMC The Metals Company position peaked at $77.5K in Q2 2025.
211 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

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