TFC Financial Management’s NetApp NTAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.52K	Buy	12 +2	+20%	+$369	﹤0.01%	552
2026 Q2	$1.55K	Hold	10	–	–	﹤0.01%	603
2026 Q1	$1.02K	Hold	10	–	–	﹤0.01%	612
2025 Q4	$1.07K	Hold	10	–	–	﹤0.01%	598
2025 Q3	$1.18K	Hold	10	–	–	﹤0.01%	613
2025 Q2	$1.07K	Hold	10	–	–	﹤0.01%	567
2025 Q1	$879	Sell	10 -1	-9%	-$111	﹤0.01%	572
2024 Q4	$1.28K	Hold	11	–	–	﹤0.01%	550
2024 Q3	$1.36K	Hold	11	–	–	﹤0.01%	548
2024 Q2	$1.42K	Hold	11	–	–	﹤0.01%	526
2024 Q1	$1.16K	Buy	11 +1	+10%	+$93	﹤0.01%	532
2023 Q4	$882	Hold	10	–	–	﹤0.01%	529
2023 Q3	$759	Hold	10	–	–	﹤0.01%	554
2023 Q2	$764	Buy	+10	New	+$675	﹤0.01%	538

Other funds holding NTAP

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

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

TFC Financial Management increased its NetApp (NTAP) stake by 20% in Q3 2026, buying an estimated $369 and bringing the position to 12 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

TFC Financial Management first reported a position in NTAP in Q2 2023 and has held it in 14 quarters since. 669 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

TFC Financial Management held 12 shares of NetApp worth $2.52K as of Q3 2026.
TFC Financial Management bought 2 NetApp shares in Q3 2026, an estimated $369.
NetApp made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #552 holding.
TFC Financial Management first reported a position in NetApp in Q2 2023 and has held it in 14 quarters since.
669 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

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