TFC Financial Management’s Automatic Data Processing ADP Stock Holding History

TFC Financial Management’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$566K	Sell	2,528 -312	-11%	-$66.7K	0.06%	78
2026 Q1	$577K	Sell	2,840 -160	-5%	-$36.7K	0.07%	71
2025 Q4	$772K	Buy	3,000 +1,055	+54%	+$281K	0.1%	63
2025 Q3	$571K	Buy	1,945 +1	+0.1%	+$301	0.07%	70
2025 Q2	$600K	Sell	1,944 -204	-9%	-$62.7K	0.08%	69
2025 Q1	$656K	Sell	2,148 -90	-4%	-$27.1K	0.1%	60
2024 Q4	$655K	Sell	2,238 -35	-2%	-$10.3K	0.1%	60
2024 Q3	$629K	Sell	2,273 -40	-2%	-$10.5K	0.1%	63
2024 Q2	$552K	Sell	2,313 -187	-7%	-$45.9K	0.1%	65
2024 Q1	$624K	Sell	2,500 -14	-0.6%	-$3.42K	0.11%	62
2023 Q4	$586K	Sell	2,514 -214	-8%	-$49.9K	0.12%	61
2023 Q3	$656K	Hold	2,728	–	–	0.16%	51
2023 Q2	$600K	Sell	2,728 -264	-9%	-$56.9K	0.15%	54
2023 Q1	$666K	Buy	2,992 +6	+0.2%	+$1.35K	0.17%	43
2022 Q4	$713K	Buy	2,986 +47	+2%	+$11.5K	0.21%	36
2022 Q3	$665K	Sell	2,939 -220	-7%	-$51.9K	0.21%	33
2022 Q2	$664K	Sell	3,159 -99	-3%	-$21.7K	0.2%	35
2022 Q1	$741K	Sell	3,258 -11	-0.3%	-$2.35K	0.21%	32
2021 Q4	$806K	Sell	3,269 -400	-11%	-$90.6K	0.24%	34
2021 Q3	$734K	Hold	3,669	–	–	0.24%	33
2021 Q2	$729K	Buy	3,669 +26	+0.7%	+$5.05K	0.25%	31
2021 Q1	$687K	Hold	3,643	–	–	0.27%	29
2020 Q4	$642K	Buy	3,643 +35	+1%	+$5.75K	0.27%	31
2020 Q3	$503K	Buy	+3,608	New	+$506K	0.25%	33

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

TFC Financial Management's ADP Position: Q2 2026 in Review

TFC Financial Management reduced its Automatic Data Processing (ADP) stake by 11% in Q2 2026, selling an estimated $66.7K and leaving 2,528 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #78.

TFC Financial Management first reported a position in ADP in Q3 2020 and has held it in 24 quarters since. The position peaked at $806K in Q4 2021. 1,053 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

TFC Financial Management held 2,528 shares of Automatic Data Processing worth $566K as of Q2 2026.
TFC Financial Management sold 312 Automatic Data Processing shares in Q2 2026, an estimated $66.7K.
Automatic Data Processing made up 0.06% of TFC Financial Management's portfolio in Q2 2026, its #78 holding.
TFC Financial Management first reported a position in Automatic Data Processing in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Automatic Data Processing position peaked at $806K in Q4 2021.
1,053 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.