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TS Financial Group (TSFG)’s Iron Mountain IRM Stock Holding History

TS Financial Group (TSFG)’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56K Buy
+440
New +$53.9K 0.01% 354
2024
Q4 		– Sell
-1,124
Closed -$134K – 778
2024
Q3 		$134K Buy
+1,124
New +$120K 0.03% 183
2020
Q1 		– Sell
-350
Closed -$10.6K – 718
2019
Q4 		$11K Hold
350
– – 0.01% 412
2019
Q3 		$11K Hold
350
– – 0.01% 396
2019
Q2 		$11K Buy
+350
New +$11.5K 0.01% 390

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TS Financial Group (TSFG)'s IRM Position: Q2 2026 in Review

TS Financial Group (TSFG) opened a new position in Iron Mountain (IRM) in Q2 2026: 440 shares worth $56K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: TS Financial Group (TSFG) previously reported a position in IRM as recently as Q3 2024.

TS Financial Group (TSFG) first reported a position in IRM in Q2 2019 and has held it in 5 quarters since. The position peaked at $134K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • TS Financial Group (TSFG) held 440 shares of Iron Mountain worth $56K as of Q2 2026.
  • Iron Mountain was a new TS Financial Group (TSFG) position in Q2 2026.
  • Iron Mountain made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #354 holding.
  • TS Financial Group (TSFG) first reported a position in Iron Mountain in Q2 2019 and has held it in 5 quarters since.
  • TS Financial Group (TSFG)'s Iron Mountain position peaked at $134K in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.