Bank of Montreal’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $257K | Buy |
14,483
+2,243
| +18% | +$35K | ﹤0.01% | 2859 |
|
|
2026
Q1 | $172K | Buy |
12,240
+56
| +0.5% | +$792 | ﹤0.01% | 2979 |
|
|
2025
Q4 | $163K | Sell |
12,184
-622
| -5% | -$8.52K | ﹤0.01% | 2907 |
|
|
2025
Q3 | $169K | Buy |
+12,806
| New | +$169K | ﹤0.01% | 2823 |
|
|
2025
Q1 | – | Sell |
-15,837
| Closed | -$199K | – | 3738 |
|
|
2024
Q4 | $199K | Sell |
15,837
-29,578
| -65% | -$394K | ﹤0.01% | 2766 |
|
|
2024
Q3 | $583K | Buy |
+45,415
| New | +$598K | ﹤0.01% | 2312 |
|
|
2022
Q2 | – | Sell |
-11,495
| Closed | -$194K | – | 4447 |
|
|
2022
Q1 | $194K | Sell |
11,495
-997
| -8% | -$17.2K | ﹤0.01% | 3470 |
|
|
2021
Q4 | $225K | Sell |
12,492
-1,808
| -13% | -$34.5K | ﹤0.01% | 2915 |
|
|
2021
Q3 | $279K | Buy |
14,300
+2,146
| +18% | +$41.9K | ﹤0.01% | 3174 |
|
|
2021
Q2 | $254K | Sell |
12,154
-50
| -0.4% | -$1.04K | ﹤0.01% | 3126 |
|
|
2021
Q1 | $250K | Buy |
12,204
+94
| +0.8% | +$1.83K | ﹤0.01% | 3015 |
|
|
2020
Q4 | $225K | Buy |
12,110
+10,250
| +551% | +$171K | ﹤0.01% | 3164 |
|
|
2020
Q3 | $29K | Sell |
1,860
-3,899
| -68% | -$56.8K | ﹤0.01% | 3664 |
|
|
2020
Q2 | $77K | Buy |
5,759
+3,270
| +131% | +$47.1K | ﹤0.01% | 3219 |
|
|
2020
Q1 | $34K | Buy |
2,489
+606
| +32% | +$11.9K | ﹤0.01% | 3056 |
|
|
2019
Q4 | $37K | Sell |
1,883
-118
| -6% | -$2.28K | ﹤0.01% | 3999 |
|
|
2019
Q3 | $36K | Sell |
2,001
-213
| -10% | -$3.82K | ﹤0.01% | 3784 |
|
|
2019
Q2 | $40K | Buy |
2,214
+342
| +18% | +$5.83K | ﹤0.01% | 3802 |
|
|
2019
Q1 | $30K | Sell |
1,872
-19
| -1% | -$318 | ﹤0.01% | 3535 |
|
|
2018
Q4 | $31K | Sell |
1,891
-2,207
| -54% | -$33.8K | ﹤0.01% | 3474 |
|
|
2018
Q3 | $61K | Sell |
4,098
-2,521
| -38% | -$39.4K | ﹤0.01% | 3305 |
|
|
2018
Q2 | $104K | Buy |
6,619
+2,108
| +47% | +$32.6K | ﹤0.01% | 3103 |
|
|
2018
Q1 | $67K | Buy |
4,511
+820
| +22% | +$12.3K | ﹤0.01% | 3123 |
|
|
2017
Q4 | $55K | Buy |
3,691
+683
| +23% | +$10.5K | ﹤0.01% | 3236 |
|
|
2017
Q3 | $49K | Buy |
3,008
+383
| +15% | +$5.93K | ﹤0.01% | 3235 |
|
|
2017
Q2 | $41K | Buy |
2,625
+355
| +16% | +$5.74K | ﹤0.01% | 3300 |
|
|
2017
Q1 | $38K | Sell |
2,270
-418
| -16% | -$7.32K | ﹤0.01% | 3176 |
|
|
2016
Q4 | $50K | Sell |
2,688
-248
| -8% | -$4.57K | ﹤0.01% | 3112 |
|
|
2016
Q3 | $52K | Buy |
2,936
+31
| +1% | +$557 | ﹤0.01% | 3035 |
|
|
2016
Q2 | $50K | Sell |
2,905
-334
| -10% | -$5.95K | ﹤0.01% | 3057 |
|
|
2016
Q1 | $56K | Buy |
3,239
+1,158
| +56% | +$19.8K | ﹤0.01% | 3011 |
|
|
2015
Q4 | $39K | Buy |
+2,081
| New | +$38.1K | ﹤0.01% | 3131 |
|
Other funds holding TFSL
VCM
VPM
LCM
CRM
Bank of Montreal's TFSL Position: Q2 2026 in Review
Bank of Montreal increased its TFS Financial (TFSL) stake by 18% in Q2 2026, buying an estimated $35K and bringing the position to 14,483 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.
Bank of Montreal first reported a position in TFSL in Q4 2015 and has held it in 32 quarters since. The position peaked at $583K in Q3 2024. 212 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.
- Bank of Montreal held 14,483 shares of TFS Financial worth $257K as of Q2 2026.
- Bank of Montreal bought 2,243 TFS Financial shares in Q2 2026, an estimated $35K.
- TFS Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2859 holding.
- Bank of Montreal first reported a position in TFS Financial in Q4 2015 and has held it in 32 quarters since.
- Bank of Montreal's TFS Financial position peaked at $583K in Q3 2024.
- 212 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.