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 Q3	$4.59K	Hold	283	–	–	﹤0.01%	1006
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

TowerView LLC New York $137M AUM 15.24% 1-Year Est. Return

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $149M AUM 21.98% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Key Financial Inc's TRC Position: Q3 2026 in Review

Key Financial Inc held its Tejon Ranch (TRC) position steady in Q3 2026 at 283 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Key Financial Inc first reported a position in TRC in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.33K in Q1 2026. 108 funds tracked by Wall St. Rank hold TRC as of Q3 2026.

Key Financial Inc held 283 shares of Tejon Ranch worth $4.59K as of Q3 2026.
Key Financial Inc left its Tejon Ranch share count unchanged in Q3 2026.
Tejon Ranch made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1006 holding.
Key Financial Inc first reported a position in Tejon Ranch in Q2 2023 and has held it in 14 quarters since.
Key Financial Inc's Tejon Ranch position peaked at $5.33K in Q1 2026.
108 funds tracked by Wall St. Rank held Tejon Ranch as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.