Callan Family Office’s TFS Financial TFSL Stock Holding History

Callan Family Office’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 Q1	–	Sell	-10,492	Closed	-$140K	–	1181
2025 Q4	$140K	Buy	+10,492	New	+$144K	﹤0.01%	1069

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Callan Family Office's TFSL Position: Q1 2026 in Review

Callan Family Office sold out of TFS Financial (TFSL) in Q1 2026, closing a stake of 10,492 shares — an estimated $140K sold.

Callan Family Office first reported a position in TFSL in Q4 2025 and held it in 1 quarter. The position peaked at $140K in Q4 2025. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

Callan Family Office reported no remaining TFS Financial position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 10,492 TFS Financial shares in Q1 2026, an estimated $140K.
Callan Family Office first reported a position in TFS Financial in Q4 2025 and held it in 1 quarter.
Callan Family Office's TFS Financial position peaked at $140K in Q4 2025.
217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.