Sanders Morris Harris’s Towle Value ETF TCV Stock Holding History

Sanders Morris Harris’s Portfolio TCV Stock Details TCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-81,776	Closed	-$2.27M	–	300
2026 Q1	$2.27M	Buy	+81,776	New	+$2.34M	0.36%	63

Other funds holding TCV

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanders Morris Harris's TCV Position: Q2 2026 in Review

Sanders Morris Harris sold out of Towle Value ETF (TCV) in Q2 2026, closing a stake of 81,776 shares — an estimated $2.27M sold.

Sanders Morris Harris first reported a position in TCV in Q1 2026 and held it in 1 quarter. The position peaked at $2.27M in Q1 2026. 6 funds tracked by Wall St. Rank hold TCV as of Q2 2026.

Sanders Morris Harris reported no remaining Towle Value ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 81,776 Towle Value ETF shares in Q2 2026, an estimated $2.27M.
Sanders Morris Harris first reported a position in Towle Value ETF in Q1 2026 and held it in 1 quarter.
Sanders Morris Harris's Towle Value ETF position peaked at $2.27M in Q1 2026.
6 funds tracked by Wall St. Rank held Towle Value ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.