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TFC Financial Management’s Idaho Strategic Resources IDR Stock Holding History

TFC Financial Management’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$41 – 1035
2025
Q4 		$41 Buy
+1
New +$38 ﹤0.01% 938

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HHAM
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PAIM
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BA
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Citigroup
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JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

TFC Financial Management's IDR Position: Q1 2026 in Review

TFC Financial Management sold out of Idaho Strategic Resources (IDR) in Q1 2026, closing a stake of 1 share — an estimated $41 sold.

TFC Financial Management first reported a position in IDR in Q4 2025 and held it in 1 quarter. The position peaked at $41 in Q4 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

  • TFC Financial Management reported no remaining Idaho Strategic Resources position as of Q1 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 Idaho Strategic Resources share in Q1 2026, an estimated $41.
  • TFC Financial Management first reported a position in Idaho Strategic Resources in Q4 2025 and held it in 1 quarter.
  • TFC Financial Management's Idaho Strategic Resources position peaked at $41 in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.