TFC Financial Management’s Ingersoll Rand IR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.4K	Hold	219	–	–	﹤0.01%	398
2026 Q2	$18K	Buy	219 +4	+2%	+$309	﹤0.01%	379
2026 Q1	$17.2K	Hold	215	–	–	﹤0.01%	362
2025 Q4	$17K	Hold	215	–	–	﹤0.01%	360
2025 Q3	$17.8K	Hold	215	–	–	﹤0.01%	359
2025 Q2	$17.9K	Buy	215 +2	+0.9%	+$158	﹤0.01%	347
2025 Q1	$17K	Sell	213 -2	-0.9%	-$174	﹤0.01%	332
2024 Q4	$19.4K	Hold	215	–	–	﹤0.01%	316
2024 Q3	$21.1K	Hold	215	–	–	﹤0.01%	319
2024 Q2	$19.5K	Hold	215	–	–	﹤0.01%	297
2024 Q1	$20.4K	Buy	215 +2	+0.9%	+$171	﹤0.01%	291
2023 Q4	$16.5K	Hold	213	–	–	﹤0.01%	299
2023 Q3	$13.6K	Hold	213	–	–	﹤0.01%	320
2023 Q2	$13.9K	Sell	213 -1,005	-83%	-$59.4K	﹤0.01%	316
2023 Q1	$70.9K	Buy	1,218 +1,005	+472%	+$56.7K	0.02%	192
2022 Q4	$11.1K	Hold	213	–	–	﹤0.01%	295
2022 Q3	$9K	Hold	213	–	–	﹤0.01%	323
2022 Q2	$9K	Hold	213	–	–	﹤0.01%	310
2022 Q1	$11K	Hold	213	–	–	﹤0.01%	311
2021 Q4	$13K	Hold	213	–	–	﹤0.01%	316
2021 Q3	$11K	Hold	213	–	–	﹤0.01%	326
2021 Q2	$10K	Hold	213	–	–	﹤0.01%	321
2021 Q1	$10K	Hold	213	–	–	﹤0.01%	309
2020 Q4	$10K	Hold	213	–	–	﹤0.01%	313
2020 Q3	$8K	Buy	+213	New	+$7.13K	﹤0.01%	313

Other funds holding IR

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

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

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

TFC Financial Management held its Ingersoll Rand (IR) position steady in Q3 2026 at 219 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

TFC Financial Management first reported a position in IR in Q3 2020 and has held it in 25 quarters since. The position peaked at $70.9K in Q1 2023. 551 funds tracked by Wall St. Rank hold IR as of Q3 2026.

TFC Financial Management held 219 shares of Ingersoll Rand worth $16.4K as of Q3 2026.
TFC Financial Management left its Ingersoll Rand share count unchanged in Q3 2026.
Ingersoll Rand made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #398 holding.
TFC Financial Management first reported a position in Ingersoll Rand in Q3 2020 and has held it in 25 quarters since.
TFC Financial Management's Ingersoll Rand position peaked at $70.9K in Q1 2023.
551 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

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