TFC Financial Management
HTFL icon

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
Q3 		$2.77M Hold
55,598
– – 0.31% 26
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

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STRS Ohio
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

TFC Financial Management held its Heartflow Inc (HTFL) position steady in Q3 2026 at 55,598 shares worth $2.77M. The position accounts for 0.31% of the portfolio, ranked #26.

TFC Financial Management first reported a position in HTFL in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • TFC Financial Management held 55,598 shares of Heartflow Inc worth $2.77M as of Q3 2026.
  • TFC Financial Management left its Heartflow Inc share count unchanged in Q3 2026.
  • Heartflow Inc made up 0.31% of TFC Financial Management's portfolio in Q3 2026, its #26 holding.
  • TFC Financial Management first reported a position in Heartflow Inc in Q3 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

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