TFC Financial Management’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$81	–	1008
2025 Q1	$81	Buy	+1	New	+$82	﹤0.01%	860
2023 Q2	–	Sell	-130	Closed	-$11.1K	–	665
2023 Q1	$11.1K	Buy	+130	New	+$10.5K	﹤0.01%	366
2022 Q2	–	Sell	-80	Closed	-$6K	–	539
2022 Q1	$6K	Hold	80	–	–	﹤0.01%	336
2021 Q4	$8K	Hold	80	–	–	﹤0.01%	357
2021 Q3	$7K	Hold	80	–	–	﹤0.01%	359
2021 Q2	$8K	Hold	80	–	–	﹤0.01%	335
2021 Q1	$8K	Hold	80	–	–	﹤0.01%	321
2020 Q4	$8K	Hold	80	–	–	﹤0.01%	327
2020 Q3	$5K	Buy	+80	New	+$5.42K	﹤0.01%	333

Other funds holding DLB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TFC Financial Management's DLB Position: Q2 2025 in Review

TFC Financial Management sold out of Dolby (DLB) in Q2 2025, closing a stake of 1 share — an estimated $81 sold.

TFC Financial Management first reported a position in DLB in Q3 2020 and held it in 9 quarters. The position peaked at $11.1K in Q1 2023. 404 funds tracked by Wall St. Rank hold DLB as of Q2 2025.

TFC Financial Management reported no remaining Dolby position as of Q2 2025 after selling out during the quarter.
TFC Financial Management sold 1 Dolby share in Q2 2025, an estimated $81.
TFC Financial Management first reported a position in Dolby in Q3 2020 and held it in 9 quarters.
TFC Financial Management's Dolby position peaked at $11.1K in Q1 2023.
404 funds tracked by Wall St. Rank held Dolby as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.