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TFC Financial Management’s NewMarket NEU Stock Holding History

TFC Financial Management’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$792 Hold
1
– – ﹤0.01% 680
2026
Q1 		$641 Hold
1
– – ﹤0.01% 673
2025
Q4 		$688 Hold
1
– – ﹤0.01% 653
2025
Q3 		$829 Hold
1
– – ﹤0.01% 646
2025
Q2 		$691 Hold
1
– – ﹤0.01% 632
2025
Q1 		$567 Buy
+1
New +$527 ﹤0.01% 623
2024
Q2 		– Sell
-1
Closed -$635 – 1052
2024
Q1 		$635 Buy
+1
New +$599 ﹤0.01% 602

Other funds holding NEU

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

TFC Financial Management held its NewMarket (NEU) position steady in Q2 2026 at 1 share worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #680.

TFC Financial Management first reported a position in NEU in Q1 2024 and has held it in 7 quarters since. The position peaked at $829 in Q3 2025. 134 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • TFC Financial Management held 1 share of NewMarket worth $792 as of Q2 2026.
  • TFC Financial Management left its NewMarket share count unchanged in Q2 2026.
  • NewMarket made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #680 holding.
  • TFC Financial Management first reported a position in NewMarket in Q1 2024 and has held it in 7 quarters since.
  • TFC Financial Management's NewMarket position peaked at $829 in Q3 2025.
  • 134 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

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