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Advisor Partners II’s TFS Financial TFSL Stock Holding History

Advisor Partners II’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$944K Buy
79,823
+26,249
+49% +$352K 0.04% 499
2023
Q2 		$673K Buy
53,574
+35,387
+195% +$429K 0.03% 496
2023
Q1 		$230K Buy
+18,187
New +$254K 0.01% 865

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Partners II's TFSL Position: Q3 2023 in Review

Advisor Partners II increased its TFS Financial (TFSL) stake by 49% in Q3 2023, buying an estimated $352K and bringing the position to 79,823 shares worth $944K. The position accounts for 0.04% of the portfolio, ranked #499.

Advisor Partners II first reported a position in TFSL in Q1 2023 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

  • Advisor Partners II held 79,823 shares of TFS Financial worth $944K as of Q3 2023.
  • Advisor Partners II bought 26,249 TFS Financial shares in Q3 2023, an estimated $352K.
  • TFS Financial made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #499 holding.
  • Advisor Partners II first reported a position in TFS Financial in Q1 2023 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.