TFM
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TFC Financial Management’s Daily Journal DJCO Stock Holding History

TFC Financial Management’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$602 Hold
1
– – ﹤0.01% 720
2026
Q1 		$483 Hold
1
– – ﹤0.01% 720
2025
Q4 		$488 Hold
1
– – ﹤0.01% 705
2025
Q3 		$466 Hold
1
– – ﹤0.01% 729
2025
Q2 		$423 Buy
+1
New +$400 ﹤0.01% 718
2024
Q2 		– Sell
-1
Closed -$362 – 1001
2024
Q1 		$362 Buy
+1
New +$342 ﹤0.01% 669

Other funds holding DJCO

AZ
Aquamarine Zurich Zurich, Switzerland $144M AUM 5.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

TFC Financial Management held its Daily Journal (DJCO) position steady in Q2 2026 at 1 share worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #720.

TFC Financial Management first reported a position in DJCO in Q1 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold DJCO as of Q2 2026.

  • TFC Financial Management held 1 share of Daily Journal worth $602 as of Q2 2026.
  • TFC Financial Management left its Daily Journal share count unchanged in Q2 2026.
  • Daily Journal made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #720 holding.
  • TFC Financial Management first reported a position in Daily Journal in Q1 2024 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held Daily Journal as of Q2 2026.

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