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TFC Financial Management’s MSCI MSCI Stock Holding History

TFC Financial Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$561 Hold
1
– – ﹤0.01% 741
2026
Q1 		$540 Sell
1
-1
-50% -$564 ﹤0.01% 699
2025
Q4 		$1.15K Hold
2
– – ﹤0.01% 594
2025
Q3 		$1.14K Hold
2
– – ﹤0.01% 617
2025
Q2 		$1.15K Hold
2
– – ﹤0.01% 559
2025
Q1 		$1.13K Hold
2
– – ﹤0.01% 551
2024
Q4 		$1.2K Hold
2
– – ﹤0.01% 558
2024
Q3 		$1.17K Buy
+2
New +$1.08K ﹤0.01% 570
2024
Q2 		– Sell
-2
Closed -$1.12K – 1049
2024
Q1 		$1.12K Buy
2
+1
+100% +$562 ﹤0.01% 536
2023
Q4 		$566 Hold
1
– – ﹤0.01% 575
2023
Q3 		$514 Buy
+1
New +$525 ﹤0.01% 602
2023
Q2 		– Sell
-1
Closed -$560 – 711
2023
Q1 		$560 Buy
+1
New +$529 ﹤0.01% 561

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TFC Financial Management's MSCI Position: Q2 2026 in Review

TFC Financial Management held its MSCI (MSCI) position steady in Q2 2026 at 1 share worth $561. The position accounts for ﹤0.01% of the portfolio, ranked #741.

TFC Financial Management first reported a position in MSCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.2K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • TFC Financial Management held 1 share of MSCI worth $561 as of Q2 2026.
  • TFC Financial Management left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #741 holding.
  • TFC Financial Management first reported a position in MSCI in Q1 2023 and has held it in 12 quarters since.
  • TFC Financial Management's MSCI position peaked at $1.2K in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.