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Caldwell Trust’s TFS Financial TFSL Stock Holding History

Caldwell Trust’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
2023
Q1 		– Sell
-500
Closed -$7.21K – 744
2022
Q4 		$7.21K Hold
500
– – ﹤0.01% 639
2022
Q3 		$6.5K Hold
500
– – ﹤0.01% 642
2022
Q2 		$6.87K Buy
+500
New +$7.36K ﹤0.01% 658

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Caldwell Trust's TFSL Position: Q1 2023 in Review

Caldwell Trust sold out of TFS Financial (TFSL) in Q1 2023, closing a stake of 500 shares — an estimated $7.21K sold.

Caldwell Trust first reported a position in TFSL in Q2 2022 and held it in 3 quarters. The position peaked at $7.21K in Q4 2022. 147 funds tracked by Wall St. Rank hold TFSL as of Q1 2023.

  • Caldwell Trust reported no remaining TFS Financial position as of Q1 2023 after selling out during the quarter.
  • Caldwell Trust sold 500 TFS Financial shares in Q1 2023, an estimated $7.21K.
  • Caldwell Trust first reported a position in TFS Financial in Q2 2022 and held it in 3 quarters.
  • Caldwell Trust's TFS Financial position peaked at $7.21K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held TFS Financial as of Q1 2023.

Based on Caldwell Trust's 13F filing for Q1 2023, filed 1 Oct 2025.