TFC Financial Management’s Charter Communications CHTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2	Closed	-$551	–	979
2025 Q3	$551	Sell	2 -14	-88%	-$4.23K	﹤0.01%	701
2025 Q2	$6.54K	Buy	16 +8	+100%	+$3.06K	﹤0.01%	404
2025 Q1	$2.95K	Sell	8 -11	-58%	-$3.94K	﹤0.01%	454
2024 Q4	$6.51K	Buy	19 +11	+138%	+$3.98K	﹤0.01%	390
2024 Q3	$2.59K	Hold	8	–	–	﹤0.01%	480
2024 Q2	$2.39K	Sell	8 -2	-20%	-$546	﹤0.01%	460
2024 Q1	$2.91K	Sell	10 -15	-60%	-$4.82K	﹤0.01%	432
2023 Q4	$9.72K	Hold	25	–	–	﹤0.01%	330
2023 Q3	$11K	Sell	25 -32	-56%	-$13.3K	﹤0.01%	336
2023 Q2	$20.9K	Sell	57 -143	-72%	-$48.8K	0.01%	285
2023 Q1	$71.5K	Hold	200	–	–	0.02%	189
2022 Q4	$67.8K	Buy	200 +178	+809%	+$62.5K	0.02%	181
2022 Q3	$7K	Hold	22	–	–	﹤0.01%	339
2022 Q2	$10K	Hold	22	–	–	﹤0.01%	306
2022 Q1	$12K	Hold	22	–	–	﹤0.01%	298
2021 Q4	$14K	Hold	22	–	–	﹤0.01%	306
2021 Q3	$16K	Hold	22	–	–	0.01%	291
2021 Q2	$16K	Hold	22	–	–	0.01%	287
2021 Q1	$14K	Hold	22	–	–	0.01%	286
2020 Q4	$15K	Hold	22	–	–	0.01%	278
2020 Q3	$14K	Buy	+22	New	+$13K	0.01%	263

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TFC Financial Management's CHTR Position: Q4 2025 in Review

TFC Financial Management sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 2 shares — an estimated $551 sold.

TFC Financial Management first reported a position in CHTR in Q3 2020 and held it in 21 quarters. The position peaked at $71.5K in Q1 2023. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

TFC Financial Management reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 2 Charter Communications shares in Q4 2025, an estimated $551.
TFC Financial Management first reported a position in Charter Communications in Q3 2020 and held it in 21 quarters.
TFC Financial Management's Charter Communications position peaked at $71.5K in Q1 2023.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.