TFC Financial Management
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TFC Financial Management’s Dow Inc DOW Stock Holding History

TFC Financial Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.9K Hold
2,029
– – 0.01% 281
2026
Q2 		$55.5K Sell
2,029
-3
-0.1% -$109 0.01% 280
2026
Q1 		$84.6K Sell
2,032
-574
-22% -$18.2K 0.01% 218
2025
Q4 		$60.9K Hold
2,606
– – 0.01% 256
2025
Q3 		$59.8K Hold
2,606
– – 0.01% 253
2025
Q2 		$69K Sell
2,606
-22
-0.8% -$640 0.01% 234
2025
Q1 		$91.8K Sell
2,628
-1,258
-32% -$48.3K 0.01% 199
2024
Q4 		$156K Sell
3,886
-4
-0.1% -$187 0.02% 146
2024
Q3 		$213K Sell
3,890
-21
-0.5% -$1.11K 0.03% 124
2024
Q2 		$207K Buy
3,911
+25
+0.6% +$1.43K 0.04% 119
2024
Q1 		$225K Sell
3,886
-1,509
-28% -$83.4K 0.04% 108
2023
Q4 		$296K Sell
5,395
-3
-0.1% -$153 0.06% 87
2023
Q3 		$278K Hold
5,398
– – 0.07% 87
2023
Q2 		$288K Sell
5,398
-855
-14% -$45.4K 0.07% 83
2023
Q1 		$343K Buy
6,253
+196
+3% +$11K 0.09% 78
2022
Q4 		$305K Buy
6,057
+8
+0.1% +$391 0.09% 74
2022
Q3 		$266K Hold
6,049
– – 0.08% 73
2022
Q2 		$312K Sell
6,049
-1,135
-16% -$72.7K 0.09% 74
2022
Q1 		$458K Sell
7,184
-200
-3% -$12.1K 0.13% 58
2021
Q4 		$419K Sell
7,384
-400
-5% -$22.8K 0.13% 62
2021
Q3 		$448K Hold
7,784
– – 0.15% 57
2021
Q2 		$493K Sell
7,784
-1,200
-13% -$79.2K 0.17% 49
2021
Q1 		$574K Hold
8,984
– – 0.23% 38
2020
Q4 		$499K Sell
8,984
-199
-2% -$10.3K 0.21% 43
2020
Q3 		$432K Buy
+9,183
New +$412K 0.21% 45

Other funds holding DOW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

TFC Financial Management held its Dow Inc (DOW) position steady in Q3 2026 at 2,029 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #281.

TFC Financial Management first reported a position in DOW in Q3 2020 and has held it in 25 quarters since. The position peaked at $574K in Q1 2021. 994 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • TFC Financial Management held 2,029 shares of Dow Inc worth $55.9K as of Q3 2026.
  • TFC Financial Management left its Dow Inc share count unchanged in Q3 2026.
  • Dow Inc made up 0.01% of TFC Financial Management's portfolio in Q3 2026, its #281 holding.
  • TFC Financial Management first reported a position in Dow Inc in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Dow Inc position peaked at $574K in Q1 2021.
  • 994 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

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