TFC Financial Management’s Spotify SPOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$488	Sell	1 -105	-99%	-$53.4K	﹤0.01%	763
2026 Q2	$48.7K	Hold	106	–	–	0.01%	294
2026 Q1	$51.4K	Hold	106	–	–	0.01%	268
2025 Q4	$61.6K	Hold	106	–	–	0.01%	255
2025 Q3	$74K	Hold	106	–	–	0.01%	231
2025 Q2	$81.3K	Buy	106 +105	+10,500%	+$67.4K	0.01%	219
2025 Q1	$551	Hold	1	–	–	﹤0.01%	628
2024 Q4	$448	Hold	1	–	–	﹤0.01%	675
2024 Q3	$369	Hold	1	–	–	﹤0.01%	705
2024 Q2	$314	Hold	1	–	–	﹤0.01%	694
2024 Q1	$264	Buy	+1	New	+$235	﹤0.01%	699
2021 Q4	–	Sell	-18	Closed	-$4K	–	615
2021 Q3	$4K	Sell	18 -12	-40%	-$2.83K	﹤0.01%	406
2021 Q2	$8K	Hold	30	–	–	﹤0.01%	342
2021 Q1	$8K	Hold	30	–	–	﹤0.01%	326
2020 Q4	$9K	Buy	30 +8	+36%	+$2.26K	﹤0.01%	321
2020 Q3	$5K	Buy	+22	New	+$5.68K	﹤0.01%	341

Other funds holding SPOT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

TFC Financial Management reduced its Spotify (SPOT) stake by 99% in Q3 2026, selling an estimated $53.4K and leaving 1 share worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #763.

TFC Financial Management first reported a position in SPOT in Q3 2020 and has held it in 16 quarters since. The position peaked at $81.3K in Q2 2025. 565 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

TFC Financial Management held 1 share of Spotify worth $488 as of Q3 2026.
TFC Financial Management sold 105 Spotify shares in Q3 2026, an estimated $53.4K.
Spotify made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #763 holding.
TFC Financial Management first reported a position in Spotify in Q3 2020 and has held it in 16 quarters since.
TFC Financial Management's Spotify position peaked at $81.3K in Q2 2025.
565 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

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