TFM
DV icon

TFC Financial Management’s DoubleVerify DV Stock Holding History

TFC Financial Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34
Closed -$408 – 993
2025
Q3 		$408 Hold
34
– – ﹤0.01% 742
2025
Q2 		$509 Buy
+34
New +$466 ﹤0.01% 675

Other funds holding DV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

TFC Financial Management sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 34 shares — an estimated $408 sold.

TFC Financial Management first reported a position in DV in Q2 2025 and held it in 2 quarters. The position peaked at $509 in Q2 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

  • TFC Financial Management reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 34 DoubleVerify shares in Q4 2025, an estimated $408.
  • TFC Financial Management first reported a position in DoubleVerify in Q2 2025 and held it in 2 quarters.
  • TFC Financial Management's DoubleVerify position peaked at $509 in Q2 2025.
  • 294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

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