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Mark Sheptoff Financial Planning’s TMC The Metals Company TMC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.24K Hold
1,000
– – ﹤0.01% 437
2025
Q4 		$6.17K Hold
1,000
– – ﹤0.01% 402
2025
Q3 		$6.37K Hold
1,000
– – ﹤0.01% 385
2025
Q2 		$6.6K Buy
+1,000
New +$3.83K ﹤0.01% 378

Other funds holding TMC

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's TMC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its TMC The Metals Company (TMC) position steady in Q1 2026 at 1,000 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Mark Sheptoff Financial Planning first reported a position in TMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.6K in Q2 2025. 208 funds tracked by Wall St. Rank hold TMC as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,000 shares of TMC The Metals Company worth $5.24K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its TMC The Metals Company share count unchanged in Q1 2026.
  • TMC The Metals Company made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #437 holding.
  • Mark Sheptoff Financial Planning first reported a position in TMC The Metals Company in Q2 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's TMC The Metals Company position peaked at $6.6K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held TMC The Metals Company as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.