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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TFC Financial Management held its Ingersoll Rand (IR) position steady in Q1 2026 at 215 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

TFC Financial Management first reported a position in IR in Q3 2020 and has held it in 23 quarters since. The position peaked at $70.9K in Q1 2023. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

TFC Financial Management held 215 shares of Ingersoll Rand worth $17.2K as of Q1 2026.
TFC Financial Management left its Ingersoll Rand share count unchanged in Q1 2026.
Ingersoll Rand made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #362 holding.
TFC Financial Management first reported a position in Ingersoll Rand in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Ingersoll Rand position peaked at $70.9K in Q1 2023.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

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