Position in TRC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,292
-$39 QoQ
Shares Held
283
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 124 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Key Financial Inc holds $633,907 across 3 Conglomerates names. TRC ranks #3 (0.8% of the industry book) .
All Filings in TRC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,292 | 283 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,331 | 283 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,462 | 283 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,522 | 283 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,799 | 283 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,485 | 283 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,499 | 283 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,966 | 283 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,827 | 283 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,361 | 283 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,867 | 283 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,590 | 283 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,870 | 283 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||