TLF — TANDY LEATHER FACTORY INC
As of Q2 2026, 4 SEC-registered investment managers reported holding TLF (TANDY LEATHER FACTORY INC) in their latest 13F filings, with a combined reported value of $121.42K across 52.10K shares. That is +66.4% by share count (+20.80K shares) versus the previous quarter, while reported value moved +67.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TLF is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 143.08K | $392.04K | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 38.33K | $105.03K | 0.00% | Add |
| Millennium Management history | Q3 2023 | 19.13K | $80.53K | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 26.91K | $62.70K | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 25.18K | $58.70K | 0.00% | Add |
| Goldman Sachs Group history | Q4 2022 | 11.97K | $50.88K | 0.00% | New |
| BlackRock Inc history | Q1 2025 | 8.14K | $23.61K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2025 | 67 | $208 | 0.00% | New |
| Bank of America Corp history | Q4 2025 | 37 | $101 | 0.00% | Hold |
| JPMorgan Chase & Co history | Q1 2025 | 7 | $20 | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 7 | $18 | 0.00% | Hold |
| UBS Group AG history | Q1 2026 | 1 | $2 | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 1 | $1 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- UBS Group AG sold 1 sh · $2
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | 17.60K | 12.10K | 20.75K | 21.50K | 16.70K | 26.91K |
| Geode Capital Management | — | — | — | — | — | 28.10K | 28.10K | 27.15K | 28.86K | 28.86K | 32.66K | 33.46K | 34.17K | 29.37K | 14.60K | 25.18K |
| Morgan Stanley | — | 194 | 193 | 193 | — | — | — | — | — | — | — | 7 | 7 | 7 | 7 | 7 |
| Wells Fargo & Co | 46 | 28 | 29 | 30 | 30 | 32 | 33 | — | — | — | 1 | 1 | 1 | 1 | 1 | 1 |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | 38.19K | 14.89K | 17.15K | 38.33K | — | — |
| Bank of America Corp | — | 4 | — | — | — | 4 | — | 34 | 51 | 34 | 35 | 37 | 37 | 37 | — | — |
| UBS Group AG | — | — | 340 | — | — | — | — | — | 2.40K | 2.48K | 10.82K | 21.68K | 15.34K | 108 | 1 | — |
| Vanguard Group | — | — | — | — | 16.40K | 17.79K | 17.80K | 18.99K | 20.58K | 20.58K | 123.57K | 123.57K | 139.10K | 143.08K | — | — |
| BlackRock Inc | — | — | — | — | — | — | — | — | 8.92K | 8.79K | 8.14K | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | 67 | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | 5 | 4 | 8 | 8 | 8 | 8 | 7 | — | — | — | — | — |
| Goldman Sachs Group | — | 11.97K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | 22.24K | 22.20K | 21.37K | 19.13K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details