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TFC Financial Management’s UL Solutions ULS Stock Holding History

TFC Financial Management’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
1,968
+26
+1% +$2.46K 0.02% 146
2026
Q1 		$166K Hold
1,942
– – 0.02% 140
2025
Q4 		$153K Hold
1,942
– – 0.02% 153
2025
Q3 		$138K Sell
1,942
-150
-7% -$10.2K 0.02% 159
2025
Q2 		$152K Sell
2,092
-30
-1% -$1.96K 0.02% 153
2025
Q1 		$120K Hold
2,122
– – 0.02% 170
2024
Q4 		$106K Sell
2,122
-130
-6% -$6.74K 0.02% 181
2024
Q3 		$111K Buy
2,252
+159
+8% +$7.74K 0.02% 180
2024
Q2 		$88.3K Buy
+2,093
New +$79.2K 0.02% 188

Other funds holding ULS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TFC Financial Management increased its UL Solutions (ULS) stake by 1.3% in Q2 2026, buying an estimated $2.46K and bringing the position to 1,968 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #146.

TFC Financial Management first reported a position in ULS in Q2 2024 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • TFC Financial Management held 1,968 shares of UL Solutions worth $200K as of Q2 2026.
  • TFC Financial Management bought 26 UL Solutions shares in Q2 2026, an estimated $2.46K.
  • UL Solutions made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #146 holding.
  • TFC Financial Management first reported a position in UL Solutions in Q2 2024 and has held it in 9 quarters since.
  • 131 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

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