TFC Financial Management’s Planet Labs PL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.63K	Hold	170	–	–	﹤0.01%	470
2026 Q1	$4.75K	Hold	170	–	–	﹤0.01%	458
2025 Q4	$3.35K	Hold	170	–	–	﹤0.01%	478
2025 Q3	$2.21K	Hold	170	–	–	﹤0.01%	546
2025 Q2	$1.04K	Hold	170	–	–	﹤0.01%	571
2025 Q1	$575	Buy	+170	New	+$796	﹤0.01%	621

Other funds holding PL

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

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

TFC Financial Management held its Planet Labs (PL) position steady in Q2 2026 at 170 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

TFC Financial Management first reported a position in PL in Q1 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold PL as of Q2 2026.

TFC Financial Management held 170 shares of Planet Labs worth $5.63K as of Q2 2026.
TFC Financial Management left its Planet Labs share count unchanged in Q2 2026.
Planet Labs made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #470 holding.
TFC Financial Management first reported a position in Planet Labs in Q1 2025 and has held it in 6 quarters since.
183 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

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