Keystone Financial Group (Kentucky)’s Motley Fool 100 Index ETF TMFC Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$616K	Sell	9,321 -812	-8%	-$56.5K	0.04%	263
2025 Q4	$727K	Sell	10,133 -387	-4%	-$27.6K	0.05%	209
2025 Q3	$742K	Sell	10,520 -193	-2%	-$12.9K	0.06%	196
2025 Q2	$691K	Sell	10,713 -267	-2%	-$15.7K	0.06%	193
2025 Q1	$611K	Buy	10,980 +806	+8%	+$47.9K	0.06%	191
2024 Q4	$612K	Buy	10,174 +2	+0%	+$118	0.06%	189
2024 Q3	$572K	Buy	+10,172	New	+$551K	0.07%	175
2024 Q2	–	Sell	-8,542	Closed	-$424K	–	304
2024 Q1	$424K	Buy	+8,542	New	+$405K	0.06%	206

Other funds holding TMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s TMFC Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Motley Fool 100 Index ETF (TMFC) stake by 8% in Q1 2026, selling an estimated $56.5K and leaving 9,321 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #263.

Keystone Financial Group (Kentucky) first reported a position in TMFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $742K in Q3 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

Keystone Financial Group (Kentucky) held 9,321 shares of Motley Fool 100 Index ETF worth $616K as of Q1 2026.
Keystone Financial Group (Kentucky) sold 812 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $56.5K.
Motley Fool 100 Index ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #263 holding.
Keystone Financial Group (Kentucky) first reported a position in Motley Fool 100 Index ETF in Q1 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s Motley Fool 100 Index ETF position peaked at $742K in Q3 2025.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.