Toth Financial Advisory’s TKO Group TKO Stock Holding History

Toth Financial Advisory’s Portfolio TKO Stock Details TKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$997K	Hold	5,550	–	–	0.1%	139
2026 Q2	$1.12M	Hold	5,550	–	–	0.11%	136
2026 Q1	$1.12M	Hold	5,550	–	–	0.12%	128
2025 Q4	$1.16M	Hold	5,550	–	–	0.13%	126
2025 Q3	$1.12M	Hold	5,550	–	–	0.12%	130
2025 Q2	$1.01M	Hold	5,550	–	–	0.12%	128
2025 Q1	$848K	Hold	5,550	–	–	0.1%	132
2024 Q4	$789K	Hold	5,550	–	–	0.09%	133
2024 Q3	$687K	Buy	5,550 +4,135	+292%	+$473K	0.08%	148
2024 Q2	$153K	Buy	+1,415	New	+$144K	0.02%	210

Other funds holding TKO

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Toth Financial Advisory's TKO Position: Q3 2026 in Review

Toth Financial Advisory held its TKO Group (TKO) position steady in Q3 2026 at 5,550 shares worth $997K. The position accounts for 0.1% of the portfolio, ranked #139.

Toth Financial Advisory first reported a position in TKO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2025. 15 funds tracked by Wall St. Rank hold TKO as of Q3 2026.

Toth Financial Advisory held 5,550 shares of TKO Group worth $997K as of Q3 2026.
Toth Financial Advisory left its TKO Group share count unchanged in Q3 2026.
TKO Group made up 0.1% of Toth Financial Advisory's portfolio in Q3 2026, its #139 holding.
Toth Financial Advisory first reported a position in TKO Group in Q2 2024 and has held it in 10 quarters since.
Toth Financial Advisory's TKO Group position peaked at $1.16M in Q4 2025.
15 funds tracked by Wall St. Rank held TKO Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.