TFC Financial Management
SN icon

TFC Financial Management’s SharkNinja SN Stock Holding History

TFC Financial Management’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$146K Hold
809
– – 0.02% 166
2026
Q2 		$123K Hold
809
– – 0.01% 193
2026
Q1 		$85.7K Hold
809
– – 0.01% 215
2025
Q4 		$90.5K Buy
809
+280
+53% +$27.6K 0.01% 218
2025
Q3 		$54.6K Buy
+529
New +$60.4K 0.01% 262

Other funds holding SN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
MRG
Milestone Resources Group Road Town Tortola, British Virgin Islands $1.48B AUM 3.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Blue Grotto Capital
Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

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

TFC Financial Management held its SharkNinja (SN) position steady in Q3 2026 at 809 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #166.

TFC Financial Management first reported a position in SN in Q3 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • TFC Financial Management held 809 shares of SharkNinja worth $146K as of Q3 2026.
  • TFC Financial Management left its SharkNinja share count unchanged in Q3 2026.
  • SharkNinja made up 0.02% of TFC Financial Management's portfolio in Q3 2026, its #166 holding.
  • TFC Financial Management first reported a position in SharkNinja in Q3 2025 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

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