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Kathmere Capital Management’s Tilly's TLYS Stock Holding History

Kathmere Capital Management’s Portfolio TLYS Stock Details TLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50,000
Closed -$203K – 713
2026
Q1 		$203K Buy
50,000
+25,000
+100% +$50.5K 0.01% 580
2025
Q4 		$49.8K Hold
25,000
– – ﹤0.01% 559
2025
Q3 		$51.5K Buy
+25,000
New +$43.3K ﹤0.01% 522

Other funds holding TLYS

F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Kathmere Capital Management's TLYS Position: Q2 2026 in Review

Kathmere Capital Management sold out of Tilly's (TLYS) in Q2 2026, closing a stake of 50,000 shares — an estimated $203K sold.

Kathmere Capital Management first reported a position in TLYS in Q3 2025 and held it in 3 quarters. The position peaked at $203K in Q1 2026. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

  • Kathmere Capital Management reported no remaining Tilly's position as of Q2 2026 after selling out during the quarter.
  • Kathmere Capital Management sold 50,000 Tilly's shares in Q2 2026, an estimated $203K.
  • Kathmere Capital Management first reported a position in Tilly's in Q3 2025 and held it in 3 quarters.
  • Kathmere Capital Management's Tilly's position peaked at $203K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.