ORG Wealth Partners’s Turning Point Brands TPB Stock Holding History

ORG Wealth Partners’s Portfolio TPB Stock Details TPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$352	Buy	+6	New	+$470	﹤0.01%	2197

Other funds holding TPB

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

ORG Wealth Partners's TPB Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Turning Point Brands (TPB) in Q3 2026: 6 shares worth $352. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings.

126 funds tracked by Wall St. Rank hold TPB as of Q3 2026.

ORG Wealth Partners held 6 shares of Turning Point Brands worth $352 as of Q3 2026.
Turning Point Brands was a new ORG Wealth Partners position in Q3 2026.
Turning Point Brands made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2197 holding.
126 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.