TS Financial Group (TSFG)’s W.P. Carey WPC Stock Holding History

TS Financial Group (TSFG)’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52K	Hold	733	–	–	0.01%	363
2026 Q1	$50K	Buy	+733	New	+$51.4K	0.01%	346

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

TS Financial Group (TSFG) held its W.P. Carey (WPC) position steady in Q2 2026 at 733 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #363.

TS Financial Group (TSFG) first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

TS Financial Group (TSFG) held 733 shares of W.P. Carey worth $52K as of Q2 2026.
TS Financial Group (TSFG) left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #363 holding.
TS Financial Group (TSFG) first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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