TFC Financial Management
ATR icon

TFC Financial Management’s AptarGroup ATR Stock Holding History

TFC Financial Management’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$69.9K Sell
577
-668
-54% -$86.6K 0.01% 254
2026
Q2 		$156K Sell
1,245
-58
-4% -$7.04K 0.02% 165
2026
Q1 		$164K Hold
1,303
– – 0.02% 142
2025
Q4 		$159K Hold
1,303
– – 0.02% 149
2025
Q3 		$174K Hold
1,303
– – 0.02% 138
2025
Q2 		$204K Sell
1,303
-1
-0.1% -$151 0.03% 127
2025
Q1 		$193K Sell
1,304
-16
-1% -$2.41K 0.03% 121
2024
Q4 		$207K Sell
1,320
-50
-4% -$8.35K 0.03% 125
2024
Q3 		$219K Buy
1,370
+45
+3% +$6.67K 0.03% 121
2024
Q2 		$187K Sell
1,325
-1
-0.1% -$145 0.03% 126
2024
Q1 		$191K Buy
1,326
+1
+0.1% +$135 0.03% 120
2023
Q4 		$164K Sell
1,325
-265
-17% -$33.3K 0.03% 130
2023
Q3 		$199K Hold
1,590
– – 0.05% 111
2023
Q2 		$184K Sell
1,590
-351
-18% -$41.1K 0.05% 118
2023
Q1 		$229K Hold
1,941
– – 0.06% 93
2022
Q4 		$213K Buy
1,941
+6
+0.3% +$616 0.06% 92
2022
Q3 		$184K Sell
1,935
-979
-34% -$102K 0.06% 93
2022
Q2 		$301K Buy
2,914
+835
+40% +$91.1K 0.09% 76
2022
Q1 		$244K Buy
2,079
+290
+16% +$34.1K 0.07% 83
2021
Q4 		$219K Buy
1,789
+400
+29% +$49.8K 0.07% 98
2021
Q3 		$166K Buy
1,389
+170
+14% +$22.4K 0.06% 112
2021
Q2 		$172K Buy
1,219
+48
+4% +$7.08K 0.06% 107
2021
Q1 		$166K Sell
1,171
-200
-15% -$27.6K 0.07% 100
2020
Q4 		$188K Sell
1,371
-44
-3% -$5.46K 0.08% 87
2020
Q3 		$160K Buy
+1,415
New +$166K 0.08% 85

Other funds holding ATR

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

TFC Financial Management's ATR Position: Q3 2026 in Review

TFC Financial Management reduced its AptarGroup (ATR) stake by 54% in Q3 2026, selling an estimated $86.6K and leaving 577 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #254.

TFC Financial Management first reported a position in ATR in Q3 2020 and has held it in 25 quarters since. The position peaked at $301K in Q2 2022. 180 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • TFC Financial Management held 577 shares of AptarGroup worth $69.9K as of Q3 2026.
  • TFC Financial Management sold 668 AptarGroup shares in Q3 2026, an estimated $86.6K.
  • AptarGroup made up 0.01% of TFC Financial Management's portfolio in Q3 2026, its #254 holding.
  • TFC Financial Management first reported a position in AptarGroup in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's AptarGroup position peaked at $301K in Q2 2022.
  • 180 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.