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Capital Advisors Ltd’s TFS Financial TFSL Stock Holding History

Capital Advisors Ltd’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 		$196K Hold
11,067
– – 0.02% 308
2026
Q1 		$155K Buy
11,067
+10,991
+14,462% +$155K 0.02% 323
2025
Q4 		$2K Sell
76
-11,023
-99% -$151K ﹤0.01% 1103
2025
Q3 		$146K Sell
11,099
-3,072
-22% -$40.6K 0.02% 318
2025
Q2 		$184K Buy
14,171
+13,714
+3,001% +$177K 0.02% 284
2025
Q1 		$6K Buy
457
+19
+4% +$243 ﹤0.01% 898
2024
Q4 		$6K Buy
438
+215
+96% +$2.86K ﹤0.01% 922
2024
Q3 		$3K Hold
223
– – ﹤0.01% 1020
2024
Q2 		$3K Buy
223
+32
+17% +$403 ﹤0.01% 1014
2024
Q1 		$2K Buy
191
+20
+12% +$265 ﹤0.01% 1079
2023
Q4 		$3K Sell
171
-31
-15% -$401 ﹤0.01% 968
2023
Q3 		$2K Sell
202
-278
-58% -$3.72K ﹤0.01% 1044
2023
Q2 		$6K Buy
480
+138
+40% +$1.67K ﹤0.01% 807
2023
Q1 		$4K Buy
342
+276
+418% +$3.85K ﹤0.01% 771
2022
Q4 		$1K Buy
+66
New +$902 ﹤0.01% 1096
2022
Q1 		– Sell
-12
Closed – – 1195
2021
Q4 		$0 Buy
+12
New +$229 ﹤0.01% 931

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

Capital Advisors Ltd's TFSL Position: Q2 2026 in Review

Capital Advisors Ltd held its TFS Financial (TFSL) position steady in Q2 2026 at 11,067 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #308.

Capital Advisors Ltd first reported a position in TFSL in Q4 2021 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Capital Advisors Ltd held 11,067 shares of TFS Financial worth $196K as of Q2 2026.
  • Capital Advisors Ltd left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #308 holding.
  • Capital Advisors Ltd first reported a position in TFS Financial in Q4 2021 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.