WealthCollab’s TOP Financial Group TOP Stock Holding History

WealthCollab’s Portfolio TOP Stock Details TOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-384	Closed	-$588	–	964
2024 Q4	$588	Sell	384 -468	-55%	-$808	﹤0.01%	846
2024 Q3	$1.65K	Hold	852	–	–	﹤0.01%	794
2024 Q2	$2.22K	Buy	+852	New	+$2.18K	﹤0.01%	738
2024 Q1	–	Sell	-327	Closed	-$1.24K	–	944
2023 Q4	$1.24K	Buy	+327	New	+$1.46K	﹤0.01%	799

Other funds holding TOP

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WealthCollab's TOP Position: Q1 2025 in Review

WealthCollab sold out of TOP Financial Group (TOP) in Q1 2025, closing a stake of 384 shares — an estimated $588 sold.

WealthCollab first reported a position in TOP in Q4 2023 and held it in 4 quarters. The position peaked at $2.22K in Q2 2024. 8 funds tracked by Wall St. Rank hold TOP as of Q1 2025.

WealthCollab reported no remaining TOP Financial Group position as of Q1 2025 after selling out during the quarter.
WealthCollab sold 384 TOP Financial Group shares in Q1 2025, an estimated $588.
WealthCollab first reported a position in TOP Financial Group in Q4 2023 and held it in 4 quarters.
WealthCollab's TOP Financial Group position peaked at $2.22K in Q2 2024.
8 funds tracked by Wall St. Rank held TOP Financial Group as of Q1 2025.

Based on WealthCollab's 13F filing for Q1 2025, filed 14 May 2025.