COMMONWEALTH EQUITY SERVICES, LLC MINN — TRUST FOR PROFESSIONAL MANAG

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  21 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported TRUST FOR PROFESSIONAL MANAG (MINN) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows MINN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MINN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in TRUST FOR PROFESSIONAL MANAG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MINN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MINN stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held MINN — position size vs. price
% of Fund (quarterly)    MINN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 15,701 +496 +3.3% 0.00% $352K 2026-07-29 $21.97
2026 Q1 ADDED — — — 15,205 +483 +3.3% 0.00% $336K 2026-04-27 $22.23
2025 Q4 ADDED — — — 14,722 +1,656 +12.7% 0.00% $332K 2026-02-12 $22.38
2025 Q3 ADDED — — — 13,066 +15 +0.1% 0.00% $291K 2025-10-22 $21.88
2025 Q2 REDUCED 15.2% +3.0% ❌ 13,051 -2,346 -15.2% 0.00% $284K 2025-08-06 $21.05
2025 Q1 REDUCED 17.8% -0.2% ✅ 15,397 -3,337 -17.8% 0.00% $338K 2025-05-09 $21.05
2024 Q4 REDUCED 8.8% +0.3% ❌ 18,734 -1,804 -8.8% 0.00% $412K 2025-02-10 $21.34
2024 Q3 REDUCED 17.9% -1.6% ✅ 20,538 -4,475 -17.9% 0.00% $463K 2024-10-18 $21.21
2024 Q2 REDUCED — — — 25,013 -361 -1.4% 0.00% $550K 2024-07-31 $20.86
2024 Q1 REDUCED 16.8% -1.1% ✅ 25,374 -5,136 -16.8% 0.00% $567K 2024-04-29 $20.48
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MINN

As of 2026 Q2 — sorted by position size

Winter & Associates, Inc. 0.17% CPA Asset Management Group, LLC 3Y 0.08% Trust Point Inc. 0.08% Bond & Devick Financial Network, Inc. 3Y 0.05% First Heartland Consultants, Inc. 3Y 7Y 0.03% Kestra Advisory Services, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and MINN

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning MINN?

COMMONWEALTH EQUITY SERVICES, LLC reported MINN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MINN position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for MINN was 0.00% in 2024 Q1.

What is the latest reported MINN position on this page?

The most recent filing on this page is 2026 Q2, when COMMONWEALTH EQUITY SERVICES, LLC reported 15,701 shares, equal to 0.00% of portfolio, with an estimated market value of $352K.

What does the chart on this MINN ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly MINN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their MINN position?

Based on 13F filing dates vs. subsequent MINN price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on MINN relative to SPY over the holding period was -11.3%.

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