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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

TFC Financial Management held its SharkNinja (SN) position steady in Q2 2026 at 809 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #193.

TFC Financial Management first reported a position in SN in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • TFC Financial Management held 809 shares of SharkNinja worth $123K as of Q2 2026.
  • TFC Financial Management left its SharkNinja share count unchanged in Q2 2026.
  • SharkNinja made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #193 holding.
  • TFC Financial Management first reported a position in SharkNinja in Q3 2025 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

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