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Caprock Group’s TFS Financial TFSL Stock Holding History

Caprock Group’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 		$475K Buy
26,822
+6,629
+33% +$103K 0.01% 866
2026
Q1 		$284K Sell
20,193
-10,968
-35% -$155K 0.01% 944
2025
Q4 		$417K Buy
31,161
+16,095
+107% +$220K 0.01% 879
2025
Q3 		$212K Buy
+15,066
New +$199K 0.01% 1044

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

Caprock Group's TFSL Position: Q2 2026 in Review

Caprock Group increased its TFS Financial (TFSL) stake by 33% in Q2 2026, buying an estimated $103K and bringing the position to 26,822 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #866.

Caprock Group first reported a position in TFSL in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Caprock Group held 26,822 shares of TFS Financial worth $475K as of Q2 2026.
  • Caprock Group bought 6,629 TFS Financial shares in Q2 2026, an estimated $103K.
  • TFS Financial made up 0.01% of Caprock Group's portfolio in Q2 2026, its #866 holding.
  • Caprock Group first reported a position in TFS Financial in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.