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TFC Financial Management’s Lemonade LMND Stock Holding History

TFC Financial Management’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$32 – 1037
2025
Q1 		$32 Buy
+1
New +$34 ﹤0.01% 922
2021
Q4 		– Sell
-69
Closed -$5K – 597
2021
Q3 		$5K Hold
69
– – ﹤0.01% 386
2021
Q2 		$8K Hold
69
– – ﹤0.01% 338
2021
Q1 		$6K Hold
69
– – ﹤0.01% 345
2020
Q4 		$8K Buy
69
+29
+73% +$2.14K ﹤0.01% 329
2020
Q3 		$2K Buy
+40
New +$2.51K ﹤0.01% 409

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFC Financial Management's LMND Position: Q2 2025 in Review

TFC Financial Management sold out of Lemonade (LMND) in Q2 2025, closing a stake of 1 share — an estimated $32 sold.

TFC Financial Management first reported a position in LMND in Q3 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 277 funds tracked by Wall St. Rank hold LMND as of Q2 2025.

  • TFC Financial Management reported no remaining Lemonade position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Lemonade share in Q2 2025, an estimated $32.
  • TFC Financial Management first reported a position in Lemonade in Q3 2020 and held it in 6 quarters.
  • TFC Financial Management's Lemonade position peaked at $8K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Lemonade as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.