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Physician Wealth Advisors’s Tejon Ranch TRC Stock Holding History

Physician Wealth Advisors’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
Q1 		– Sell
-51
Closed -$805 – 2233
2025
Q4 		$805 Buy
+51
New +$814 ﹤0.01% 1702
2025
Q2 		– Sell
-54
Closed -$856 – 1972
2025
Q1 		$856 Buy
+54
New +$859 ﹤0.01% 1196

Other funds holding TRC

TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
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
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM
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

Physician Wealth Advisors's TRC Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Tejon Ranch (TRC) in Q1 2026, closing a stake of 51 shares — an estimated $805 sold.

Physician Wealth Advisors first reported a position in TRC in Q1 2025 and held it in 2 quarters. The position peaked at $856 in Q1 2025. 128 funds tracked by Wall St. Rank hold TRC as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Tejon Ranch position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 51 Tejon Ranch shares in Q1 2026, an estimated $805.
  • Physician Wealth Advisors first reported a position in Tejon Ranch in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Tejon Ranch position peaked at $856 in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Tejon Ranch as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.