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TFC Financial Management’s Research Solutions RSSS Stock Holding History

TFC Financial Management’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-250
Closed -$718 – 1044
2025
Q2 		$718 Hold
250
– – ﹤0.01% 619
2025
Q1 		$650 Buy
+250
New +$853 ﹤0.01% 609

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

TFC Financial Management's RSSS Position: Q3 2025 in Review

TFC Financial Management sold out of Research Solutions (RSSS) in Q3 2025, closing a stake of 250 shares — an estimated $718 sold.

TFC Financial Management first reported a position in RSSS in Q1 2025 and held it in 2 quarters. The position peaked at $718 in Q2 2025. 49 funds tracked by Wall St. Rank hold RSSS as of Q3 2025.

  • TFC Financial Management reported no remaining Research Solutions position as of Q3 2025 after selling out during the quarter.
  • TFC Financial Management sold 250 Research Solutions shares in Q3 2025, an estimated $718.
  • TFC Financial Management first reported a position in Research Solutions in Q1 2025 and held it in 2 quarters.
  • TFC Financial Management's Research Solutions position peaked at $718 in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Research Solutions as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.