TFC Financial Management’s Lucid Motors LCID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$611	Hold	150	–	–	﹤0.01%	716
2026 Q2	$1K	Hold	150	–	–	﹤0.01%	651
2026 Q1	$1.43K	Hold	150	–	–	﹤0.01%	578
2025 Q4	$1.59K	Hold	150	–	–	﹤0.01%	553
2025 Q3	$3.57K	Buy	150 +100	+200%	+$2.26K	﹤0.01%	493
2025 Q2	$1.06K	Sell	50 -18	-26%	-$431	﹤0.01%	568
2025 Q1	$1.64K	Buy	68 +18	+36%	+$481	﹤0.01%	510
2024 Q4	$1.51K	Hold	50	–	–	﹤0.01%	534
2024 Q3	$1.77K	Hold	50	–	–	﹤0.01%	517
2024 Q2	$1.31K	Hold	50	–	–	﹤0.01%	538
2024 Q1	$1.43K	Buy	+50	New	+$1.6K	﹤0.01%	505
2023 Q4	–	Hold	0	–	–	–	658
2023 Q3	–	Hold	0	–	–	–	673
2023 Q2	–	Hold	0	–	–	–	645
2023 Q1	–	Hold	0	–	–	–	686
2022 Q4	–	Hold	0	–	–	–	531
2022 Q3	–	Hold	0	–	–	–	559
2022 Q2	–	Hold	0	–	–	–	548

Other funds holding LCID

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

TFC Financial Management held its Lucid Motors (LCID) position steady in Q3 2026 at 150 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #716.

TFC Financial Management first reported a position in LCID in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.57K in Q3 2025. 70 funds tracked by Wall St. Rank hold LCID as of Q3 2026.

TFC Financial Management held 150 shares of Lucid Motors worth $611 as of Q3 2026.
TFC Financial Management left its Lucid Motors share count unchanged in Q3 2026.
Lucid Motors made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #716 holding.
TFC Financial Management first reported a position in Lucid Motors in Q1 2024 and has held it in 11 quarters since.
TFC Financial Management's Lucid Motors position peaked at $3.57K in Q3 2025.
70 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2026.

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