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Brinker Capital Investments’s TFS Financial TFSL Stock Holding History

Brinker Capital Investments’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 		$257K Buy
+14,475
New +$226K ﹤0.01% 1705
2026
Q1 		– Sell
-20,834
Closed -$279K – 2245
2025
Q4 		$279K Buy
20,834
+1,675
+9% +$22.9K ﹤0.01% 1847
2025
Q3 		$252K Sell
19,159
-1,095
-5% -$14.5K ﹤0.01% 1854
2025
Q2 		$262K Buy
20,254
+33
+0.2% +$425 ﹤0.01% 1768
2025
Q1 		$251K Buy
+20,221
New +$259K ﹤0.01% 1706

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

Brinker Capital Investments's TFSL Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in TFS Financial (TFSL) in Q2 2026: 14,475 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1705 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in TFSL as recently as Q4 2025.

Brinker Capital Investments first reported a position in TFSL in Q1 2025 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Brinker Capital Investments held 14,475 shares of TFS Financial worth $257K as of Q2 2026.
  • TFS Financial was a new Brinker Capital Investments position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1705 holding.
  • Brinker Capital Investments first reported a position in TFS Financial in Q1 2025 and has held it in 5 quarters since.
  • Brinker Capital Investments's TFS Financial position peaked at $279K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.