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 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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nitor Capital Management Englewood Cliffs, New Jersey $130M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return