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TFC Financial Management’s United States Lime & Minerals USLM Stock Holding History

TFC Financial Management’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105 Hold
1
– – ﹤0.01% 911
2026
Q1 		$131 Hold
1
– – ﹤0.01% 843
2025
Q4 		$120 Hold
1
– – ﹤0.01% 842
2025
Q3 		$132 Hold
1
– – ﹤0.01% 853
2025
Q2 		$100 Hold
1
– – ﹤0.01% 887
2025
Q1 		$89 Hold
1
– – ﹤0.01% 843
2024
Q4 		$133 Hold
1
– – ﹤0.01% 792
2024
Q3 		$98 Buy
+1
New +$80 ﹤0.01% 849

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

TFC Financial Management held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 1 share worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #911.

TFC Financial Management first reported a position in USLM in Q3 2024 and has held it in 8 quarters since. The position peaked at $133 in Q4 2024. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • TFC Financial Management held 1 share of United States Lime & Minerals worth $105 as of Q2 2026.
  • TFC Financial Management left its United States Lime & Minerals share count unchanged in Q2 2026.
  • United States Lime & Minerals made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #911 holding.
  • TFC Financial Management first reported a position in United States Lime & Minerals in Q3 2024 and has held it in 8 quarters since.
  • TFC Financial Management's United States Lime & Minerals position peaked at $133 in Q4 2024.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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