TMFG — MOTLEY FOOL GLOBAL OPP
As of Q2 2026, 6 SEC-registered investment managers reported holding TMFG (MOTLEY FOOL GLOBAL OPP) in their latest 13F filings, with a combined reported value of $1.88M across 61.20K shares. That is -15.1% by share count (-10.89K shares) versus the previous quarter, while reported value moved -7.6%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
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 |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 37.28K | $1.15M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 12.30K | $378.28K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 10.92K | $335.82K | 0.00% | Reduce |
| AQR Capital Management history | Q1 2026 | 9.30K | $262.87K | 0.00% | Add |
| Bank of America Corp history | Q4 2023 | 1.38K | $38.48K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 336 | $10.33K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 227 | $6.98K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 143 | $4.37K | 0.00% | New |
| UBS Group AG history | Q1 2026 | 84 | $2.37K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 143 sh · $4.37K
Fully Exited (vs previous quarter)
- AQR Capital Management sold 9.30K sh · $262.87K
- UBS Group AG sold 84 sh · $2.37K
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | — | — | — | 32.71K | — | 32.34K | — | — | 11.05K | — | — | 7.40K | — | — | 14.22K | 35.87K | 37.28K |
| Morgan Stanley | 3.36K | 3.36K | 11.81K | 12.56K | 12.26K | 14.03K | 11.84K | 11.17K | 10.42K | 10.42K | 10.42K | 9.86K | 10.98K | 11.29K | 11.29K | 10.69K | 13.01K | 12.30K | 12.30K |
| Fidelity Management & Research (FMR) | 6.71K | 5.04K | 3.44K | 6.93K | 5.31K | 5.31K | 5.31K | 5.25K | 5.25K | 5.25K | 5.25K | 5.25K | 5.25K | 5.25K | 5.08K | 5.08K | 6.66K | 11.71K | 10.92K |
| PNC Financial Services | — | 1.71K | — | — | — | — | — | — | — | 336 | 336 | 336 | 4.02K | 4.02K | 5.21K | 4.02K | 2.61K | 2.61K | 336 |
| Wells Fargo & Co | 77 | 1.81K | 1.73K | 1.43K | 1.43K | 1.43K | 1.43K | — | 1 | 815 | 815 | 376 | — | 293 | 293 | — | — | 227 | 227 |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 143 | 143 | 143 | — | 143 |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.23K | 9.30K | — |
| UBS Group AG | 6.84K | 408 | 1.52K | 3.69K | 5.39K | 1.76K | 3.23K | 2.05K | — | — | 3.24K | 776 | 264 | 5.29K | 6.41K | 607 | 203 | 84 | — |
| Bank of America Corp | — | 1.81K | 1.81K | 1.81K | — | — | — | — | 1.38K | — | — | — | — | — | — | — | — | — | — |
▲ 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