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TFG Advisers’s Sanmina SANM Stock Holding History

TFG Advisers’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$411K Sell
4,204
-177
-4% -$14.6K 0.14% 155
2025
Q1 		$334K Hold
4,381
– – 0.12% 161
2024
Q4 		$332K Buy
4,381
+202
+5% +$15.1K 0.12% 162
2024
Q3 		$286K Buy
4,179
+203
+5% +$14K 0.1% 173
2024
Q2 		$263K Buy
3,976
+88
+2% +$5.63K 0.1% 174
2024
Q1 		$242K Buy
+3,888
New +$226K 0.09% 183

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

TFG Advisers's SANM Position: Q2 2025 in Review

TFG Advisers reduced its Sanmina (SANM) stake by 4% in Q2 2025, selling an estimated $14.6K and leaving 4,204 shares worth $411K. The position accounts for 0.14% of the portfolio, ranked #155.

TFG Advisers first reported a position in SANM in Q1 2024 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold SANM as of Q2 2025.

  • TFG Advisers held 4,204 shares of Sanmina worth $411K as of Q2 2025.
  • TFG Advisers sold 177 Sanmina shares in Q2 2025, an estimated $14.6K.
  • Sanmina made up 0.14% of TFG Advisers's portfolio in Q2 2025, its #155 holding.
  • TFG Advisers first reported a position in Sanmina in Q1 2024 and has held it in 6 quarters since.
  • 357 funds tracked by Wall St. Rank held Sanmina as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.