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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return