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 Q2	$694K	Sell	9,110 -211	-2%	-$15.8K	0.04%	276
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s TMFC Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Motley Fool 100 Index ETF (TMFC) stake by 2.3% in Q2 2026, selling an estimated $15.8K and leaving 9,110 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #276.

Keystone Financial Group (Kentucky) first reported a position in TMFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $742K in Q3 2025. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Keystone Financial Group (Kentucky) held 9,110 shares of Motley Fool 100 Index ETF worth $694K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 211 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $15.8K.
Motley Fool 100 Index ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #276 holding.
Keystone Financial Group (Kentucky) first reported a position in Motley Fool 100 Index ETF in Q1 2024 and has held it in 9 quarters since.
Keystone Financial Group (Kentucky)'s Motley Fool 100 Index ETF position peaked at $742K in Q3 2025.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.