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TFC Financial Management’s Advanced Drainage Systems WMS Stock Holding History

TFC Financial Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157 Hold
1
– – ﹤0.01% 872
2026
Q1 		$138 Hold
1
– – ﹤0.01% 837
2025
Q4 		$145 Hold
1
– – ﹤0.01% 815
2025
Q3 		$139 Hold
1
– – ﹤0.01% 845
2025
Q2 		$115 Sell
1
-83
-99% -$9.3K ﹤0.01% 858
2025
Q1 		$9.13K Sell
84
-84
-50% -$9.79K ﹤0.01% 364
2024
Q4 		$19.4K Sell
168
-168
-50% -$23.3K ﹤0.01% 317
2024
Q3 		$52.8K Sell
336
-63
-16% -$9.84K 0.01% 248
2024
Q2 		$64K Hold
399
– – 0.01% 218
2024
Q1 		$68.7K Buy
399
+1
+0.3% +$151 0.01% 210
2023
Q4 		$56K Hold
398
– – 0.01% 219
2023
Q3 		$45.3K Hold
398
– – 0.01% 225
2023
Q2 		$45.3K Hold
398
– – 0.01% 224
2023
Q1 		$33.5K Hold
398
– – 0.01% 264
2022
Q4 		$32.6K Buy
398
+100
+34% +$10.1K 0.01% 225
2022
Q3 		$37K Hold
298
– – 0.01% 216
2022
Q2 		$27K Buy
298
+45
+18% +$4.63K 0.01% 239
2022
Q1 		$30K Hold
253
– – 0.01% 232
2021
Q4 		$34K Buy
253
+20
+9% +$2.46K 0.01% 231
2021
Q3 		$25K Hold
233
– – 0.01% 251
2021
Q2 		$27K Hold
233
– – 0.01% 244
2021
Q1 		$24K Buy
233
+27
+13% +$2.64K 0.01% 236
2020
Q4 		$17K Hold
206
– – 0.01% 270
2020
Q3 		$13K Buy
+206
New +$11.2K 0.01% 278

Other funds holding WMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

TFC Financial Management held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 1 share worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #872.

TFC Financial Management first reported a position in WMS in Q3 2020 and has held it in 24 quarters since. The position peaked at $68.7K in Q1 2024. 205 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • TFC Financial Management held 1 share of Advanced Drainage Systems worth $157 as of Q2 2026.
  • TFC Financial Management left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #872 holding.
  • TFC Financial Management first reported a position in Advanced Drainage Systems in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Advanced Drainage Systems position peaked at $68.7K in Q1 2024.
  • 205 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

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