TFM
HTFL

TFC Financial Management’s Heartflow Inc HTFL Stock Holding History

TFC Financial Management’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Hold
55,598
– – 0.18% 43
2026
Q1 		$1.35M Buy
+55,598
New +$1.51M 0.17% 44
2025
Q4 		– Sell
-1,200
Closed -$40.4K – 1070
2025
Q3 		$40.4K Buy
+1,200
New +$38.6K 0.01% 291

Other funds holding HTFL

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

TFC Financial Management held its Heartflow Inc (HTFL) position steady in Q2 2026 at 55,598 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #43.

TFC Financial Management first reported a position in HTFL in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • TFC Financial Management held 55,598 shares of Heartflow Inc worth $1.63M as of Q2 2026.
  • TFC Financial Management left its Heartflow Inc share count unchanged in Q2 2026.
  • Heartflow Inc made up 0.18% of TFC Financial Management's portfolio in Q2 2026, its #43 holding.
  • TFC Financial Management first reported a position in Heartflow Inc in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

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