TFC Financial Management, Inc.
Position in WST — West Pharmaceutical Services Inc
CIK 1827844
BOSTON, MA
Position in WST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,077
+$326 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#803
of 827 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026TFC Financial Management, Inc. holds $948,093 across 12 Medical Instruments & Supplies names. WST ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,319 | $524,539 | |
| 2 | ATR |
Aptargroup, Inc.
|
1,245 | $155,874 | |
| 3 | SOLV |
Solventum Corp
|
1,695 | $130,769 | |
| 4 | ALC |
Alcon Inc
|
1,240 | $83,204 | |
| 5 | BDX |
Becton Dickinson & Co
|
324 | $49,030 | |
| 6 | RMD |
Resmed Inc
|
8 | $1,559 | |
| 7 | BAX |
Baxter International Inc
|
60 | $1,279 | |
| 8 | WST |
West Pharmaceutical Services Inc
This page
|
3 | $1,077 |
All Filings in WST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077 | 3 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $751 | 3 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $825 | 3 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $786 | 3 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $656 | 3 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $223 | 1 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $655 | 2 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $600 | 2 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $1,187 | 3 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $704 | 2 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $750 | 2 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $764 | 2 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $692 | 2 | Shares | Sole | 2023-05-08 | |
| 2021-12-31 | $10,787 | 23 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $9,764 | 23 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,745 | 16 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,508 | 16 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,532 | 16 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,398 | 16 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||