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 Q3	$51.1K	Sell	13,310 -978	-7%	-$4.03K	﹤0.01%	1572
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

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Independent Financial Group reduced its TMC The Metals Company (TMC) stake by 6.8% in Q3 2026, selling an estimated $4.03K and leaving 13,310 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Independent Financial Group first reported a position in TMC in Q3 2023 and has held it in 13 quarters since. The position peaked at $77.5K in Q2 2025. 8 funds tracked by Wall St. Rank hold TMC as of Q3 2026.

Independent Financial Group held 13,310 shares of TMC The Metals Company worth $51.1K as of Q3 2026.
Independent Financial Group sold 978 TMC The Metals Company shares in Q3 2026, an estimated $4.03K.
TMC The Metals Company made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1572 holding.
Independent Financial Group first reported a position in TMC The Metals Company in Q3 2023 and has held it in 13 quarters since.
Independent Financial Group's TMC The Metals Company position peaked at $77.5K in Q2 2025.
8 funds tracked by Wall St. Rank held TMC The Metals Company as of Q3 2026.

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