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TFC Financial Management’s Curtiss-Wright CW Stock Holding History

TFC Financial Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$758 Hold
1
– – ﹤0.01% 683
2026
Q1 		$682 Hold
1
– – ﹤0.01% 662
2025
Q4 		$552 Hold
1
– – ﹤0.01% 689
2025
Q3 		$543 Hold
1
– – ﹤0.01% 705
2025
Q2 		$489 Hold
1
– – ﹤0.01% 685
2025
Q1 		$318 Hold
1
– – ﹤0.01% 701
2024
Q4 		$355 Hold
1
– – ﹤0.01% 705
2024
Q3 		$329 Hold
1
– – ﹤0.01% 712
2024
Q2 		$271 Hold
1
– – ﹤0.01% 707
2024
Q1 		$256 Buy
+1
New +$232 ﹤0.01% 703

Other funds holding CW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

TFC Financial Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 1 share worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #683.

TFC Financial Management first reported a position in CW in Q1 2024 and has held it in 10 quarters since. 421 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • TFC Financial Management held 1 share of Curtiss-Wright worth $758 as of Q2 2026.
  • TFC Financial Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #683 holding.
  • TFC Financial Management first reported a position in Curtiss-Wright in Q1 2024 and has held it in 10 quarters since.
  • 421 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

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