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Bell Investment Advisors’s TFS Financial TFSL Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-37
Closed -$488 – 1945
2025
Q3 		$488 Buy
+37
New +$489 ﹤0.01% 1777
2022
Q3 		– Sell
-80
Closed -$1K – 1950
2022
Q2 		$1K Buy
+80
New +$1.18K ﹤0.01% 1619
2021
Q4 		$1K Sell
80
-25
-24% -$477 ﹤0.01% 1621
2021
Q3 		$2K Buy
+105
New +$2.05K ﹤0.01% 1160

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's TFSL Position: Q4 2025 in Review

Bell Investment Advisors sold out of TFS Financial (TFSL) in Q4 2025, closing a stake of 37 shares — an estimated $488 sold.

Bell Investment Advisors first reported a position in TFSL in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 204 funds tracked by Wall St. Rank hold TFSL as of Q4 2025.

  • Bell Investment Advisors reported no remaining TFS Financial position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 37 TFS Financial shares in Q4 2025, an estimated $488.
  • Bell Investment Advisors first reported a position in TFS Financial in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's TFS Financial position peaked at $2K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held TFS Financial as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.