Filing Research | TRC - TEJON RANCH CO. Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	LEE DANNER & BASS INC	Shares	675.4KSH	$12.6M
2	FOUNDATION RESOURCE MANAGEMENT INC	Shares	514.0KSH	$9.6M
3	EQUITABLE TRUST CO	Shares	20.0KSH	$374.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	5.4KSH	$100.7K
5	Versant Capital Management, Inc	Shares	3.4KSH	$64.2K
6	LANARK FINANCIAL, INC.	Shares	1.3KSH	$24.8K
7	GAMMA Investing LLC	Shares	931SH	$17.4K
8	TRUST CO OF TOLEDO NA /OH/	Shares	400SH	$7.5K
9	Key FInancial Inc	Shares	283SH	$5.3K
10	SIGNATUREFD, LLC	Shares	160SH	$3.0K
11	SJS Investment Consulting Inc.	Shares	123SH	$2.3K
12	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	58SH	$1.1K
13	EverSource Wealth Advisors, LLC	Shares	35SH	$654
14	True Wealth Design, LLC	Shares	34SH	$636
15	Farther Finance Advisors, LLC	Shares	1SH	$19
16	GHP Investment Advisors, Inc.	Shares	1SH	$19

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	EQUITABLE TRUST CO new	Shares	+20.0K	+$374.0K	$374.0K
2	SJS Investment Consulting Inc. new	Shares	+123	+$2.3K	$2.3K
3	GAMMA Investing LLC added	Shares	+24	+$322	$17.4K
4	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+15	+$274	$1.1K
5	Farther Finance Advisors, LLC unchanged	Shares	0	$0	$19
6	GHP Investment Advisors, Inc. unchanged	Shares	0	$0	$19
7	Key FInancial Inc unchanged	Shares	0	-$40	$5.3K
8	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$56	$7.5K
9	EverSource Wealth Advisors, LLC trimmed	Shares	-17	-$326	$654
10	True Wealth Design, LLC trimmed	Shares	-23	-$438	$636
11	Versant Capital Management, Inc unchanged	Shares	0	-$480	$64.2K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$754	$100.7K
13	SIGNATUREFD, LLC trimmed	Shares	-195	-$3.7K	$3.0K
14	LANARK FINANCIAL, INC. trimmed	Shares	-300	-$5.8K	$24.8K
15	Princeton Global Asset Management LLC exited	Shares	-1.0K	-$18.8K	$0
16	FOUNDATION RESOURCE MANAGEMENT INC added	Shares	+1.7K	-$39.7K	$9.6M
17	LEE DANNER & BASS INC trimmed	Shares	-20.0K	-$471.4K	$12.6M

Filing Research | TRC - TEJON RANCH CO. Institutional Holdings