Advisory Services Network’s TFS Financial TFSL Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-302	Closed	-$4.24K	–	4384
2026 Q1	$4.24K	Buy	+302	New	+$4.27K	﹤0.01%	3916
2025 Q4	–	Sell	-302	Closed	-$3.98K	–	4013
2025 Q3	$3.98K	Buy	+302	New	+$3.99K	﹤0.01%	3609
2024 Q1	–	Sell	-3,168	Closed	-$46.5K	–	3444
2023 Q4	$46.5K	Buy	+3,168	New	+$41K	﹤0.01%	2053
2020 Q4	–	Sell	-31	Closed	-$516	–	3690
2020 Q3	$0	Buy	+31	New	+$452	﹤0.01%	3645
2020 Q2	–	Sell	-338	Closed	-$5K	–	2574
2020 Q1	$5K	Sell	338 -711	-68%	-$13.9K	﹤0.01%	2495
2019 Q4	$21K	Buy	1,049 +29	+3%	+$560	﹤0.01%	1998
2019 Q3	$18K	Hold	1,020	–	–	﹤0.01%	1889
2019 Q2	$18K	Sell	1,020 -13,158	-93%	-$224K	﹤0.01%	1887
2019 Q1	$234K	Hold	14,178	–	–	0.02%	742
2018 Q4	$229K	Buy	+14,178	New	+$217K	0.02%	665
2018 Q3	–	Sell	-955	Closed	-$16K	–	2616
2018 Q2	$16K	Hold	955	–	–	﹤0.01%	1634
2018 Q1	$14K	Buy	955 +156	+20%	+$2.34K	﹤0.01%	1777
2017 Q4	$12K	Hold	799	–	–	﹤0.01%	1779
2017 Q3	$13K	Buy	799 +475	+147%	+$7.36K	﹤0.01%	1531
2017 Q2	$5K	Hold	324	–	–	﹤0.01%	1834
2017 Q1	$5K	Buy	+324	New	+$5.67K	﹤0.01%	1729
2016 Q3	$6K	Hold	324	–	–	﹤0.01%	1476
2016 Q2	$6K	Hold	324	–	–	﹤0.01%	1366
2016 Q1	$6K	Hold	324	–	–	﹤0.01%	1226
2015 Q4	$6K	Hold	324	–	–	﹤0.01%	1083
2015 Q3	$6K	Hold	324	–	–	﹤0.01%	1083
2015 Q2	$5K	Buy	324 +24	+8%	+$361	﹤0.01%	1090
2015 Q1	$4K	Hold	300	–	–	﹤0.01%	1072
2014 Q4	$4K	Buy	+300	New	+$4.43K	﹤0.01%	976

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Advisory Services Network's TFSL Position: Q2 2026 in Review

Advisory Services Network sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 302 shares — an estimated $4.24K sold.

Advisory Services Network first reported a position in TFSL in Q4 2014 and held it in 24 quarters. The position peaked at $234K in Q1 2019. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Advisory Services Network reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 302 TFS Financial shares in Q2 2026, an estimated $4.24K.
Advisory Services Network first reported a position in TFS Financial in Q4 2014 and held it in 24 quarters.
Advisory Services Network's TFS Financial position peaked at $234K in Q1 2019.
236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.