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TFC Financial Management’s Uber UBER Stock Holding History

TFC Financial Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Buy
1,436
+95
+7% +$6.97K 0.01% 217
2026
Q1 		$96.5K Buy
1,341
+621
+86% +$47.8K 0.01% 204
2025
Q4 		$58.8K Sell
720
-6
-0.8% -$540 0.01% 260
2025
Q3 		$71.1K Buy
726
+6
+0.8% +$561 0.01% 235
2025
Q2 		$67.2K Buy
720
+529
+277% +$43.5K 0.01% 236
2025
Q1 		$13.9K Buy
191
+30
+19% +$2.16K ﹤0.01% 344
2024
Q4 		$9.71K Hold
161
– – ﹤0.01% 359
2024
Q3 		$12.1K Buy
161
+138
+600% +$9.71K ﹤0.01% 355
2024
Q2 		$1.67K Sell
23
-18
-44% -$1.25K ﹤0.01% 503
2024
Q1 		$3.16K Buy
+41
New +$2.94K ﹤0.01% 425
2023
Q2 		– Sell
-500
Closed -$15.8K – 755
2023
Q1 		$15.8K Buy
+500
New +$15.9K ﹤0.01% 332

Other funds holding UBER

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

TFC Financial Management increased its Uber (UBER) stake by 7.1% in Q2 2026, buying an estimated $6.97K and bringing the position to 1,436 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #217.

TFC Financial Management first reported a position in UBER in Q1 2023 and has held it in 11 quarters since. 1,236 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • TFC Financial Management held 1,436 shares of Uber worth $104K as of Q2 2026.
  • TFC Financial Management bought 95 Uber shares in Q2 2026, an estimated $6.97K.
  • Uber made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #217 holding.
  • TFC Financial Management first reported a position in Uber in Q1 2023 and has held it in 11 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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