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Steward Partners Investment Advisory’s Tejon Ranch TRC Stock Holding History

Steward Partners Investment Advisory’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 		$2.51K Hold
133
– – ﹤0.01% 3991
2025
Q4 		$2.1K Sell
133
-553
-81% -$8.82K ﹤0.01% 3946
2025
Q3 		$11K Hold
686
– – ﹤0.01% 3367
2025
Q2 		$11.6K Hold
686
– – ﹤0.01% 3149
2025
Q1 		$10.9K Sell
686
-23
-3% -$366 ﹤0.01% 3054
2024
Q4 		$11.3K Sell
709
-12
-2% -$194 ﹤0.01% 3048
2024
Q3 		$12.7K Hold
721
– – ﹤0.01% 2861
2024
Q2 		$12.3K Hold
721
– – ﹤0.01% 2737
2024
Q1 		$11.1K Hold
721
– – ﹤0.01% 2766
2023
Q4 		$12.4K Sell
721
-50
-6% -$811 ﹤0.01% 2616
2023
Q3 		$12.5K Hold
771
– – ﹤0.01% 2505
2023
Q2 		$13.3K Hold
771
– – ﹤0.01% 2474
2023
Q1 		$14.1K Hold
771
– – ﹤0.01% 2404
2022
Q4 		$14.5K Hold
771
– – ﹤0.01% 2397
2022
Q3 		$11K Buy
+771
New +$12.2K ﹤0.01% 2506
2021
Q2 		– Sell
-4,190
Closed -$70.1K – 7398
2021
Q1 		$70.1K Buy
+4,190
New +$69.1K ﹤0.01% 1813

Other funds holding TRC

TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $130M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return

Steward Partners Investment Advisory's TRC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Tejon Ranch (TRC) position steady in Q1 2026 at 133 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3991.

Steward Partners Investment Advisory first reported a position in TRC in Q1 2021 and has held it in 16 quarters since. The position peaked at $70.1K in Q1 2021. 128 funds tracked by Wall St. Rank hold TRC as of Q1 2026.

  • Steward Partners Investment Advisory held 133 shares of Tejon Ranch worth $2.51K as of Q1 2026.
  • Steward Partners Investment Advisory left its Tejon Ranch share count unchanged in Q1 2026.
  • Tejon Ranch made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3991 holding.
  • Steward Partners Investment Advisory first reported a position in Tejon Ranch in Q1 2021 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's Tejon Ranch position peaked at $70.1K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held Tejon Ranch as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.