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TFC Financial Management’s Nasdaq NDAQ Stock Holding History

TFC Financial Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.95K Hold
23
– – ﹤0.01% 539
2025
Q4 		$2.23K Hold
23
– – ﹤0.01% 522
2025
Q3 		$2.04K Hold
23
– – ﹤0.01% 554
2025
Q2 		$2.06K Hold
23
– – ﹤0.01% 506
2025
Q1 		$1.75K Hold
23
– – ﹤0.01% 503
2024
Q4 		$1.78K Hold
23
– – ﹤0.01% 515
2024
Q3 		$1.68K Hold
23
– – ﹤0.01% 524
2024
Q2 		$1.39K Hold
23
– – ﹤0.01% 531
2024
Q1 		$1.45K Buy
23
+2
+10% +$116 ﹤0.01% 501
2023
Q4 		$1.22K Buy
21
+7
+50% +$369 ﹤0.01% 496
2023
Q3 		$681 Buy
+14
New +$709 ﹤0.01% 575

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TFC Financial Management held its Nasdaq (NDAQ) position steady in Q1 2026 at 23 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

TFC Financial Management first reported a position in NDAQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.23K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • TFC Financial Management held 23 shares of Nasdaq worth $1.95K as of Q1 2026.
  • TFC Financial Management left its Nasdaq share count unchanged in Q1 2026.
  • Nasdaq made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #539 holding.
  • TFC Financial Management first reported a position in Nasdaq in Q3 2023 and has held it in 11 quarters since.
  • TFC Financial Management's Nasdaq position peaked at $2.23K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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