TFC Financial Management’s Ocular Therapeutix OCUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5K	Buy	1,352 +260	+24%	+$2.48K	﹤0.01%	396
2025 Q4	$13.3K	Buy	1,092 +376	+53%	+$4.57K	﹤0.01%	379
2025 Q3	$8.37K	Hold	716	–	–	﹤0.01%	419
2025 Q2	$6.64K	Buy	716 +416	+139%	+$3.26K	﹤0.01%	403
2025 Q1	$2.2K	Hold	300	–	–	﹤0.01%	484
2024 Q4	$2.56K	Hold	300	–	–	﹤0.01%	477
2024 Q3	$2.61K	Hold	300	–	–	﹤0.01%	478
2024 Q2	$2.05K	Buy	+300	New	+$1.85K	﹤0.01%	478

Other funds holding OCUL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

TFC Financial Management increased its Ocular Therapeutix (OCUL) stake by 24% in Q1 2026, buying an estimated $2.48K and bringing the position to 1,352 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

TFC Financial Management first reported a position in OCUL in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.3K in Q4 2025. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

TFC Financial Management held 1,352 shares of Ocular Therapeutix worth $11.5K as of Q1 2026.
TFC Financial Management bought 260 Ocular Therapeutix shares in Q1 2026, an estimated $2.48K.
Ocular Therapeutix made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #396 holding.
TFC Financial Management first reported a position in Ocular Therapeutix in Q2 2024 and has held it in 8 quarters since.
TFC Financial Management's Ocular Therapeutix position peaked at $13.3K in Q4 2025.
269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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