TFC Financial Management, Inc.

Position in UAL — United Airlines Holdings, Inc.

CIK 1827844 BOSTON, MA

Position in UAL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,751

+$3,056 QoQ

Shares Held

+11.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#969

of 1,063 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TFC Financial Management, Inc. holds $18,088 across 4 Airlines names. UAL ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc. This page	57	$7,751
2	DAL	Delta Air Lines, Inc.	74	$6,930
3	LUV	Southwest Airlines Co	47	$2,416
4	ALK	Alaska Air Group, Inc.	19	$991

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,751	57	+11.8%	Shares	Sole	2026-07-23
2026-03-31	$4,695	51	0.0%	Shares	Sole	2026-04-23
2025-12-31	$5,702	51	0.0%	Shares	Sole	2026-01-23
2025-09-30	$4,921	51	0.0%	Shares	Sole	2025-10-24
2025-06-30	$4,061	51	+121.7%	Shares	Sole	2025-07-29
2025-03-31	$1,588	23	-54.9%	Shares	Sole	2025-04-24
2024-12-31	$4,952	51	+121.7%	Shares	Sole	2025-01-29
2024-09-30	$1,312	23	-54.9%	Shares	Sole	2024-10-25
2024-06-30	$2,481	51	+13.3%	Shares	Sole	2024-07-23
2024-03-31	$2,154	45	+95.7%	Shares	Sole	2024-04-30
2023-12-31	$948	23	-28.1%	Shares	Sole	2024-01-25
2023-09-30	$1,353	32	0.0%	Shares	Sole	2023-10-23
2023-06-30	$1,755	32	+39.1%	Shares	Sole	2023-08-07
2023-03-31	$1,017	23	0.0%	Shares	Sole	2023-05-08
2022-12-31	$867	23	0.0%	Shares	Sole	2023-02-13
2022-09-30	$748	23	+64.3%	Shares	Sole	2022-10-21
2022-06-30	$495	14	0.0%	Shares	Sole	2022-08-03
2022-03-31	$649	14	0.0%	Shares	Sole	2022-05-04
2021-12-31	$612	14	0.0%	Shares	Sole	2022-02-02
2021-09-30	$665	14	0.0%	Shares	Sole	2021-11-02
2021-06-30	$732	14	0.0%	Shares	Sole	2021-07-29
2021-03-31	$805	14	0.0%	Shares	Sole	2021-05-03
2020-12-31	$605	14	0.0%	Shares	Sole	2021-02-10
2020-09-30	$486	14	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.