JSF Financial’s TransDigm Group TDG Stock Holding History

JSF Financial’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-815	Closed	-$1.07M	–	143
2025 Q3	$1.07M	Buy	815 +30	+4%	+$42.9K	0.24%	62
2025 Q2	$1.19M	Buy	+785	New	+$1.1M	0.28%	55

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSF Financial's TDG Position: Q4 2025 in Review

JSF Financial sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 815 shares — an estimated $1.07M sold.

JSF Financial first reported a position in TDG in Q2 2025 and held it in 2 quarters. The position peaked at $1.19M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

JSF Financial reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
JSF Financial sold 815 TransDigm Group shares in Q4 2025, an estimated $1.07M.
JSF Financial first reported a position in TransDigm Group in Q2 2025 and held it in 2 quarters.
JSF Financial's TransDigm Group position peaked at $1.19M in Q2 2025.
1,130 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on JSF Financial's 13F filing for Q4 2025, filed 4 Feb 2026.