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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
Q2 		$2.6K Buy
33
+10
+43% +$877 ﹤0.01% 545
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 $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

TFC Financial Management increased its Nasdaq (NDAQ) stake by 43% in Q2 2026, buying an estimated $877 and bringing the position to 33 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

TFC Financial Management first reported a position in NDAQ in Q3 2023 and has held it in 12 quarters since. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • TFC Financial Management held 33 shares of Nasdaq worth $2.6K as of Q2 2026.
  • TFC Financial Management bought 10 Nasdaq shares in Q2 2026, an estimated $877.
  • Nasdaq made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #545 holding.
  • TFC Financial Management first reported a position in Nasdaq in Q3 2023 and has held it in 12 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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