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Key Financial Inc’s Tejon Ranch TRC Stock Holding History

Key Financial Inc’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29K Hold
283
– – ﹤0.01% 1013
2026
Q1 		$5.33K Hold
283
– – ﹤0.01% 1022
2025
Q4 		$4.46K Hold
283
– – ﹤0.01% 1053
2025
Q3 		$4.5K Hold
283
– – ﹤0.01% 1061
2025
Q2 		$4.8K Hold
283
– – ﹤0.01% 1041
2025
Q1 		$4.49K Hold
283
– – ﹤0.01% 1017
2024
Q4 		$4.5K Hold
283
– – ﹤0.01% 1020
2024
Q3 		$4.97K Hold
283
– – ﹤0.01% 975
2024
Q2 		$4.83K Hold
283
– – ﹤0.01% 970
2024
Q1 		$4.36K Hold
283
– – ﹤0.01% 974
2023
Q4 		$4.87K Hold
283
– – ﹤0.01% 941
2023
Q3 		$4.59K Hold
283
– – ﹤0.01% 939
2023
Q2 		$4.87K Buy
+283
New +$4.92K ﹤0.01% 943

Other funds holding TRC

TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Key Financial Inc's TRC Position: Q2 2026 in Review

Key Financial Inc held its Tejon Ranch (TRC) position steady in Q2 2026 at 283 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Key Financial Inc first reported a position in TRC in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.33K in Q1 2026. 124 funds tracked by Wall St. Rank hold TRC as of Q2 2026.

  • Key Financial Inc held 283 shares of Tejon Ranch worth $5.29K as of Q2 2026.
  • Key Financial Inc left its Tejon Ranch share count unchanged in Q2 2026.
  • Tejon Ranch made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1013 holding.
  • Key Financial Inc first reported a position in Tejon Ranch in Q2 2023 and has held it in 13 quarters since.
  • Key Financial Inc's Tejon Ranch position peaked at $5.33K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.