TFC Financial Management’s Ionis Pharmaceuticals IONS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.72K	Buy	61 +40	+190%	+$2.27K	﹤0.01%	545
2026 Q2	$1.67K	Hold	21	–	–	﹤0.01%	593
2026 Q1	$1.58K	Hold	21	–	–	﹤0.01%	563
2025 Q4	$1.66K	Hold	21	–	–	﹤0.01%	548
2025 Q3	$1.37K	Hold	21	–	–	﹤0.01%	592
2025 Q2	$830	Hold	21	–	–	﹤0.01%	601
2025 Q1	$634	Hold	21	–	–	﹤0.01%	610
2024 Q4	$735	Hold	21	–	–	﹤0.01%	598
2024 Q3	$842	Hold	21	–	–	﹤0.01%	605
2024 Q2	$1K	Buy	+21	New	+$861	﹤0.01%	559
2021 Q2	–	Sell	-102	Closed	-$5K	–	592
2021 Q1	$5K	Hold	102	–	–	﹤0.01%	363
2020 Q4	$6K	Hold	102	–	–	﹤0.01%	344
2020 Q3	$5K	Buy	+102	New	+$5.67K	﹤0.01%	336

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

TFC Financial Management increased its Ionis Pharmaceuticals (IONS) stake by 190% in Q3 2026, buying an estimated $2.27K and bringing the position to 61 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

TFC Financial Management first reported a position in IONS in Q3 2020 and has held it in 13 quarters since. The position peaked at $6K in Q4 2020. 227 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

TFC Financial Management held 61 shares of Ionis Pharmaceuticals worth $2.72K as of Q3 2026.
TFC Financial Management bought 40 Ionis Pharmaceuticals shares in Q3 2026, an estimated $2.27K.
Ionis Pharmaceuticals made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #545 holding.
TFC Financial Management first reported a position in Ionis Pharmaceuticals in Q3 2020 and has held it in 13 quarters since.
TFC Financial Management's Ionis Pharmaceuticals position peaked at $6K in Q4 2020.
227 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

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