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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

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

TFC Financial Management held its SharkNinja (SN) position steady in Q1 2026 at 809 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #215.

TFC Financial Management first reported a position in SN in Q3 2025 and has held it in 3 quarters since. The position peaked at $90.5K in Q4 2025. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • TFC Financial Management held 809 shares of SharkNinja worth $85.7K as of Q1 2026.
  • TFC Financial Management left its SharkNinja share count unchanged in Q1 2026.
  • SharkNinja made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #215 holding.
  • TFC Financial Management first reported a position in SharkNinja in Q3 2025 and has held it in 3 quarters since.
  • TFC Financial Management's SharkNinja position peaked at $90.5K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

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