TFC Financial Management’s Installed Building Products IBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230	Hold	1	–	–	﹤0.01%	829
2026 Q1	$266	Hold	1	–	–	﹤0.01%	768
2025 Q4	$260	Hold	1	–	–	﹤0.01%	748
2025 Q3	$247	Hold	1	–	–	﹤0.01%	774
2025 Q2	$181	Buy	+1	New	+$166	﹤0.01%	790
2025 Q1	–	Sell	-1	Closed	-$176	–	997
2024 Q4	$176	Hold	1	–	–	﹤0.01%	746
2024 Q3	$247	Buy	+1	New	+$226	﹤0.01%	729
2024 Q2	–	Sell	-1	Closed	-$259	–	1024
2024 Q1	$259	Buy	+1	New	+$214	﹤0.01%	702

Other funds holding IBP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

TFC Financial Management held its Installed Building Products (IBP) position steady in Q2 2026 at 1 share worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #829.

TFC Financial Management first reported a position in IBP in Q1 2024 and has held it in 8 quarters since. The position peaked at $266 in Q1 2026. 144 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

TFC Financial Management held 1 share of Installed Building Products worth $230 as of Q2 2026.
TFC Financial Management left its Installed Building Products share count unchanged in Q2 2026.
Installed Building Products made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #829 holding.
TFC Financial Management first reported a position in Installed Building Products in Q1 2024 and has held it in 8 quarters since.
TFC Financial Management's Installed Building Products position peaked at $266 in Q1 2026.
144 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

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