TFC Financial Management’s Middleby MIDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$104	Hold	1	–	–	﹤0.01%	916
2026 Q2	$173	Hold	1	–	–	﹤0.01%	859
2026 Q1	$133	Sell	1 -230	-100%	-$34.9K	﹤0.01%	842
2025 Q4	$34.3K	Hold	231	–	–	﹤0.01%	309
2025 Q3	$30.7K	Buy	231 +230	+23,000%	+$31.9K	﹤0.01%	311
2025 Q2	$144	Buy	+1	New	+$141	﹤0.01%	833
2023 Q2	–	Sell	-1	Closed	-$147	–	709
2023 Q1	$147	Buy	+1	New	+$149	﹤0.01%	678
2022 Q1	–	Sell	-26	Closed	-$5K	–	556
2021 Q4	$5K	Hold	26	–	–	﹤0.01%	392
2021 Q3	$4K	Hold	26	–	–	﹤0.01%	402
2021 Q2	$5K	Hold	26	–	–	﹤0.01%	375
2021 Q1	$4K	Hold	26	–	–	﹤0.01%	381
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	396
2020 Q3	$2K	Buy	+26	New	+$2.36K	﹤0.01%	410

Other funds holding MIDD

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

TFC Financial Management held its Middleby (MIDD) position steady in Q3 2026 at 1 share worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #916.

TFC Financial Management first reported a position in MIDD in Q3 2020 and has held it in 13 quarters since. The position peaked at $34.3K in Q4 2025. 216 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

TFC Financial Management held 1 share of Middleby worth $104 as of Q3 2026.
TFC Financial Management left its Middleby share count unchanged in Q3 2026.
Middleby made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #916 holding.
TFC Financial Management first reported a position in Middleby in Q3 2020 and has held it in 13 quarters since.
TFC Financial Management's Middleby position peaked at $34.3K in Q4 2025.
216 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

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