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Legacy Wealth Management (Idaho)’s Tejon Ranch TRC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-347
Closed -$6.54K – 893
2026
Q1 		$6.54K Sell
347
-101
-23% -$1.74K ﹤0.01% 570
2025
Q4 		$7.07K Buy
+448
New +$7.15K ﹤0.01% 483

Other funds holding TRC

TL
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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

Legacy Wealth Management (Idaho)'s TRC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Tejon Ranch (TRC) in Q2 2026, closing a stake of 347 shares — an estimated $6.54K sold.

Legacy Wealth Management (Idaho) first reported a position in TRC in Q4 2025 and held it in 2 quarters. The position peaked at $7.07K in Q4 2025. 124 funds tracked by Wall St. Rank hold TRC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Tejon Ranch position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 347 Tejon Ranch shares in Q2 2026, an estimated $6.54K.
  • Legacy Wealth Management (Idaho) first reported a position in Tejon Ranch in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Tejon Ranch position peaked at $7.07K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.