TFC Financial Management, Inc.
Position in AIT — Applied Industrial Technologies Inc
CIK 1827844
BOSTON, MA
Position in AIT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$338
+$73 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 614 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026TFC Financial Management, Inc. holds $9,891 across 5 Industrial Distribution names. AIT ranks #3 (3.4% of the industry book) .
All Filings in AIT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338 | 1 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $265 | 1 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $256 | 1 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $261 | 1 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $232 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $225 | 1 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $239 | 1 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $223 | 1 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $194 | 1 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $197 | 1 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||