AssetMark Inc
TFSL icon

AssetMark Inc’s TFS Financial TFSL Stock Holding History

AssetMark Inc’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 		$2.39K Buy
135
+108
+400% +$1.68K ﹤0.01% 2920
2026
Q1 		$379 Sell
27
-155
-85% -$2.19K ﹤0.01% 3227
2025
Q4 		$2.44K Hold
182
– – ﹤0.01% 2718
2025
Q3 		$2.4K Hold
182
– – ﹤0.01% 2586
2025
Q2 		$2.36K Buy
+182
New +$2.34K ﹤0.01% 2379

Other funds holding TFSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
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

AssetMark Inc's TFSL Position: Q2 2026 in Review

AssetMark Inc increased its TFS Financial (TFSL) stake by 400% in Q2 2026, buying an estimated $1.68K and bringing the position to 135 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

AssetMark Inc first reported a position in TFSL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.44K in Q4 2025. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • AssetMark Inc held 135 shares of TFS Financial worth $2.39K as of Q2 2026.
  • AssetMark Inc bought 108 TFS Financial shares in Q2 2026, an estimated $1.68K.
  • TFS Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2920 holding.
  • AssetMark Inc first reported a position in TFS Financial in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's TFS Financial position peaked at $2.44K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.