TFC Financial Management’s Walgreens Boots Alliance WBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-75	Closed	-$861	–	1058
2025 Q2	$861	Buy	75 +6	+9%	+$67	﹤0.01%	592
2025 Q1	$771	Hold	69	–	–	﹤0.01%	586
2024 Q4	$644	Buy	+69	New	+$641	﹤0.01%	619
2024 Q3	–	Sell	-149	Closed	-$1.8K	–	1103
2024 Q2	$1.8K	Buy	+149	New	+$2.53K	﹤0.01%	493
2023 Q4	–	Sell	-27	Closed	-$601	–	735
2023 Q3	$601	Buy	27 +12	+80%	+$319	﹤0.01%	585
2023 Q2	$428	Buy	15 +3	+25%	+$98	﹤0.01%	599
2023 Q1	$415	Buy	+12	New	+$426	﹤0.01%	589
2022 Q4	–	Sell	-500	Closed	-$16K	–	564
2022 Q3	$16K	Hold	500	–	–	0.01%	273
2022 Q2	$19K	Hold	500	–	–	0.01%	260
2022 Q1	$22K	Hold	500	–	–	0.01%	251
2021 Q4	$26K	Hold	500	–	–	0.01%	256
2021 Q3	$24K	Hold	500	–	–	0.01%	258
2021 Q2	$26K	Hold	500	–	–	0.01%	246
2021 Q1	$27K	Hold	500	–	–	0.01%	229
2020 Q4	$20K	Hold	500	–	–	0.01%	251
2020 Q3	$18K	Buy	+500	New	+$19.5K	0.01%	245

Other funds holding WBA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

GCM

Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

TFC Financial Management's WBA Position: Q3 2025 in Review

TFC Financial Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 75 shares — an estimated $861 sold.

TFC Financial Management first reported a position in WBA in Q3 2020 and held it in 16 quarters. The position peaked at $27K in Q1 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

TFC Financial Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
TFC Financial Management sold 75 Walgreens Boots Alliance shares in Q3 2025, an estimated $861.
TFC Financial Management first reported a position in Walgreens Boots Alliance in Q3 2020 and held it in 16 quarters.
TFC Financial Management's Walgreens Boots Alliance position peaked at $27K in Q1 2021.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.