TFC Financial Management
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TFC Financial Management’s United Airlines UAL Stock Holding History

TFC Financial Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.32K Hold
57
– – ﹤0.01% 471
2026
Q2 		$7.75K Buy
57
+6
+12% +$622 ﹤0.01% 441
2026
Q1 		$4.7K Hold
51
– – ﹤0.01% 461
2025
Q4 		$5.7K Hold
51
– – ﹤0.01% 435
2025
Q3 		$4.92K Hold
51
– – ﹤0.01% 462
2025
Q2 		$4.06K Buy
51
+28
+122% +$2.06K ﹤0.01% 438
2025
Q1 		$1.59K Sell
23
-28
-55% -$2.64K ﹤0.01% 511
2024
Q4 		$4.95K Buy
51
+28
+122% +$2.37K ﹤0.01% 415
2024
Q3 		$1.31K Sell
23
-28
-55% -$1.3K ﹤0.01% 550
2024
Q2 		$2.48K Buy
51
+6
+13% +$302 ﹤0.01% 457
2024
Q1 		$2.16K Buy
45
+22
+96% +$943 ﹤0.01% 457
2023
Q4 		$949 Sell
23
-9
-28% -$354 ﹤0.01% 515
2023
Q3 		$1.35K Hold
32
– – ﹤0.01% 503
2023
Q2 		$1.76K Buy
32
+9
+39% +$425 ﹤0.01% 455
2023
Q1 		$1.02K Hold
23
– – ﹤0.01% 508
2022
Q4 		$867 Hold
23
– – ﹤0.01% 470
2022
Q3 		$1K Buy
23
+9
+64% +$335 ﹤0.01% 509
2022
Q2 		$0 Hold
14
– – ﹤0.01% 567
2022
Q1 		$1K Hold
14
– – ﹤0.01% 516
2021
Q4 		$1K Hold
14
– – ﹤0.01% 567
2021
Q3 		$1K Hold
14
– – ﹤0.01% 554
2021
Q2 		$1K Hold
14
– – ﹤0.01% 559
2021
Q1 		$1K Hold
14
– – ﹤0.01% 551
2020
Q4 		$1K Hold
14
– – ﹤0.01% 535
2020
Q3 		$0 Buy
+14
New +$484 ﹤0.01% 562

Other funds holding UAL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AP
Archon Partners Princeton Junction, New Jersey $968M AUM 10.55% 1-Year Est. Return

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

TFC Financial Management held its United Airlines (UAL) position steady in Q3 2026 at 57 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

TFC Financial Management first reported a position in UAL in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.75K in Q2 2026. 280 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • TFC Financial Management held 57 shares of United Airlines worth $6.32K as of Q3 2026.
  • TFC Financial Management left its United Airlines share count unchanged in Q3 2026.
  • United Airlines made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #471 holding.
  • TFC Financial Management first reported a position in United Airlines in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's United Airlines position peaked at $7.75K in Q2 2026.
  • 280 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

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