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TFC Financial Management’s Winmark WINA Stock Holding History

TFC Financial Management’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428 Hold
1
– – ﹤0.01% 731
2025
Q4 		$405 Hold
1
– – ﹤0.01% 720
2025
Q3 		$498 Hold
1
– – ﹤0.01% 720
2025
Q2 		$378 Hold
1
– – ﹤0.01% 727
2025
Q1 		$318 Hold
1
– – ﹤0.01% 702
2024
Q4 		$394 Hold
1
– – ﹤0.01% 694
2024
Q3 		$383 Hold
1
– – ﹤0.01% 701
2024
Q2 		$353 Hold
1
– – ﹤0.01% 685
2024
Q1 		$362 Buy
+1
New +$367 ﹤0.01% 670

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Renaissance Technologies
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AC
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First Trust Advisors
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VCM
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State Street
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PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return