Institute for Wealth Management’s Travel + Leisure Co TNL Stock Holding History

Institute for Wealth Management’s Portfolio TNL Stock Details TNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Buy	+194	New	+$13.6K	﹤0.01%	1223

Other funds holding TNL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's TNL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Travel + Leisure Co (TNL) in Q2 2026: 194 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

243 funds tracked by Wall St. Rank hold TNL as of Q2 2026.

Institute for Wealth Management held 194 shares of Travel + Leisure Co worth $14.8K as of Q2 2026.
Travel + Leisure Co was a new Institute for Wealth Management position in Q2 2026.
Travel + Leisure Co made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1223 holding.
243 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.