TCV Trust & Wealth Management’s C&F Financial CFFI Stock Holding History

TCV Trust & Wealth Management’s Portfolio CFFI Stock Details CFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$483K	Sell	6,625 -890	-12%	-$65.5K	0.04%	147
2025 Q4	$546K	Hold	7,515	–	–	0.04%	141
2025 Q3	$505K	Hold	7,515	–	–	0.04%	143
2025 Q2	$464K	Hold	7,515	–	–	0.04%	151
2025 Q1	$506K	Hold	7,515	–	–	0.05%	142
2024 Q4	$535K	Hold	7,515	–	–	0.05%	135
2024 Q3	$439K	Hold	7,515	–	–	0.04%	149
2024 Q2	$362K	Hold	7,515	–	–	0.03%	154
2024 Q1	$368K	Hold	7,515	–	–	0.04%	158
2023 Q4	$512K	Hold	7,515	–	–	0.05%	134
2023 Q3	$403K	Hold	7,515	–	–	0.04%	144
2023 Q2	$404K	Sell	7,515 -4,485	-37%	-$238K	0.04%	143
2023 Q1	$621K	Sell	12,000 -4,555	-28%	-$263K	0.07%	127
2022 Q4	$965K	Hold	16,555	–	–	0.11%	102
2022 Q3	$886K	Buy	+16,555	New	+$813K	0.11%	98
2014 Q1	–	Sell	-5,000	Closed	-$228K	–	168
2013 Q4	$228K	Hold	5,000	–	–	0.04%	161
2013 Q3	$242K	Hold	5,000	–	–	0.05%	148
2013 Q2	$279K	Buy	+5,000	New	+$228K	0.06%	131

Other funds holding CFFI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

TCV Trust & Wealth Management's CFFI Position: Q1 2026 in Review

TCV Trust & Wealth Management reduced its C&F Financial (CFFI) stake by 12% in Q1 2026, selling an estimated $65.5K and leaving 6,625 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #147.

TCV Trust & Wealth Management first reported a position in CFFI in Q2 2013 and has held it in 18 quarters since. The position peaked at $965K in Q4 2022. 82 funds tracked by Wall St. Rank hold CFFI as of Q1 2026.

TCV Trust & Wealth Management held 6,625 shares of C&F Financial worth $483K as of Q1 2026.
TCV Trust & Wealth Management sold 890 C&F Financial shares in Q1 2026, an estimated $65.5K.
C&F Financial made up 0.04% of TCV Trust & Wealth Management's portfolio in Q1 2026, its #147 holding.
TCV Trust & Wealth Management first reported a position in C&F Financial in Q2 2013 and has held it in 18 quarters since.
TCV Trust & Wealth Management's C&F Financial position peaked at $965K in Q4 2022.
82 funds tracked by Wall St. Rank held C&F Financial as of Q1 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.