IFG
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Independent Financial Group’s Trade Desk TTD Stock Holding History

Independent Financial Group’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,478
Closed -$208K – 1529
2025
Q4 		$208K Sell
5,478
-6,992
-56% -$310K ﹤0.01% 1332
2025
Q3 		$611K Sell
12,470
-886
-7% -$56.2K 0.01% 760
2025
Q2 		$961K Sell
13,356
-162
-1% -$10.3K 0.03% 559
2025
Q1 		$740K Sell
13,518
-12,212
-47% -$1.1M 0.03% 571
2024
Q4 		$3.02M Sell
25,730
-3,211
-11% -$397K 0.1% 199
2024
Q3 		$3.17M Buy
28,941
+3,462
+14% +$345K 0.12% 172
2024
Q2 		$2.49M Buy
25,479
+6,271
+33% +$566K 0.1% 191
2024
Q1 		$1.68M Buy
19,208
+342
+2% +$25.9K 0.08% 253
2023
Q4 		$1.36M Buy
18,866
+6,088
+48% +$447K 0.07% 280
2023
Q3 		$999K Sell
12,778
-2,008
-14% -$162K 0.07% 317
2023
Q2 		$1.14M Sell
14,786
-788
-5% -$53.3K 0.08% 276
2023
Q1 		$949K Buy
15,574
+1,317
+9% +$70.1K 0.08% 290
2022
Q4 		$639K Sell
14,257
-970
-6% -$49.2K 0.05% 358
2022
Q3 		$910K Buy
15,227
+1,735
+13% +$98.7K 0.08% 240
2022
Q2 		$565K Sell
13,492
-1,413
-9% -$77.4K 0.06% 349
2022
Q1 		$1.03M Buy
14,905
+1,534
+11% +$111K 0.08% 245
2021
Q4 		$1.23M Sell
13,371
-1,630
-11% -$143K 0.1% 208
2021
Q3 		$1.05M Buy
15,001
+312
+2% +$24.1K 0.11% 203
2021
Q2 		$1.14M Buy
14,689
+5,889
+67% +$376K 0.12% 185
2021
Q1 		$573K Sell
8,800
-1,410
-14% -$109K 0.07% 301
2020
Q4 		$818K Buy
10,210
+2,650
+35% +$200K 0.12% 194
2020
Q3 		$392K Sell
7,560
-930
-11% -$42.5K 0.07% 291
2020
Q2 		$345K Buy
+8,490
New +$256K 0.08% 287

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Independent Financial Group's TTD Position: Q1 2026 in Review

Independent Financial Group sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 5,478 shares — an estimated $208K sold.

Independent Financial Group first reported a position in TTD in Q2 2020 and held it in 23 quarters. The position peaked at $3.17M in Q3 2024. 776 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Independent Financial Group reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,478 Trade Desk shares in Q1 2026, an estimated $208K.
  • Independent Financial Group first reported a position in Trade Desk in Q2 2020 and held it in 23 quarters.
  • Independent Financial Group's Trade Desk position peaked at $3.17M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.