TFC Financial Management’s Trade Desk TTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,374	Closed	-$372K	–	1084
2026 Q1	$372K	Buy	16,374 +1,359	+9%	+$39.2K	0.05%	91
2025 Q4	$570K	Buy	15,015 +4	+0%	+$177	0.07%	70
2025 Q3	$736K	Hold	15,011	–	–	0.09%	65
2025 Q2	$1.08M	Buy	15,011 +11	+0.1%	+$702	0.15%	48
2025 Q1	$821K	Sell	15,000 -392	-3%	-$35.5K	0.13%	50
2024 Q4	$1.81M	Hold	15,392	–	–	0.29%	29
2024 Q3	$1.69M	Hold	15,392	–	–	0.27%	31
2024 Q2	$1.5M	Hold	15,392	–	–	0.26%	35
2024 Q1	$1.35M	Sell	15,392 -2	-0%	-$152	0.24%	37
2023 Q4	$1.11M	Hold	15,394	–	–	0.22%	38
2023 Q3	$1.2M	Buy	15,394 +60	+0.4%	+$4.85K	0.29%	31
2023 Q2	$1.18M	Buy	15,334 +4	+0%	+$271	0.29%	31
2023 Q1	$934K	Hold	15,330	–	–	0.24%	31
2022 Q4	$687K	Buy	15,330 +15,000	+4,545%	+$761K	0.2%	40
2022 Q3	$20K	Hold	330	–	–	0.01%	251
2022 Q2	$14K	Sell	330 -330	-50%	-$18.1K	﹤0.01%	287
2022 Q1	$46K	Hold	660	–	–	0.01%	209
2021 Q4	$60K	Hold	660	–	–	0.02%	206
2021 Q3	$46K	Hold	660	–	–	0.02%	216
2021 Q2	$51K	Hold	660	–	–	0.02%	202
2021 Q1	$43K	Hold	660	–	–	0.02%	202
2020 Q4	$53K	Hold	660	–	–	0.02%	190
2020 Q3	$34K	Buy	+660	New	+$30.1K	0.02%	200

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

TFC Financial Management sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 16,374 shares — an estimated $372K sold.

TFC Financial Management first reported a position in TTD in Q3 2020 and held it in 23 quarters. The position peaked at $1.81M in Q4 2024. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

TFC Financial Management reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
TFC Financial Management sold 16,374 Trade Desk shares in Q2 2026, an estimated $372K.
TFC Financial Management first reported a position in Trade Desk in Q3 2020 and held it in 23 quarters.
TFC Financial Management's Trade Desk position peaked at $1.81M in Q4 2024.
686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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