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TCV Trust & Wealth Management, Inc.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on XLF, newest first. How the timeline and the estimate are built.

TCV Trust & Wealth Management, Inc. held 131,493 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,493 shares
    Change vs previous 13F +6,177 shares

    0.53% of the 13F portfolio, value $7,049,339.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 125,316 shares
    Change vs previous 13F -332 shares

    0.52% of the 13F portfolio, value $6,186,850.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,648 shares
    Change vs previous 13F +4,950 shares

    0.56% of the 13F portfolio, value $6,881,740.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,698 shares
    Change vs previous 13F +1,493 shares

    0.54% of the 13F portfolio, value $6,502,000.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 119,205 shares
    Change vs previous 13F -445 shares

    0.55% of the 13F portfolio, value $6,242,765.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 119,650 shares
    Change vs previous 13F -1,182 shares

    0.55% of the 13F portfolio, value $5,959,766.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 120,832 shares
    Change vs previous 13F -2,483 shares

    0.54% of the 13F portfolio, value $5,839,810.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 123,315 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,588,634.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).