Capstone Investment Advisors
TFSL icon

Capstone Investment Advisors’s TFS Financial TFSL Stock Holding History

Capstone Investment Advisors’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 		– Sell
-25,668
Closed -$361K – 1903
2026
Q1 		$361K Buy
+25,668
New +$363K ﹤0.01% 1296
2025
Q3 		– Sell
-10,000
Closed -$130K – 2067
2025
Q2 		$130K Buy
+10,000
New +$129K ﹤0.01% 1548

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Vanguard Portfolio Management
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State Street
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LCM
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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

Capstone Investment Advisors's TFSL Position: Q2 2026 in Review

Capstone Investment Advisors sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 25,668 shares — an estimated $361K sold.

Capstone Investment Advisors first reported a position in TFSL in Q2 2025 and held it in 2 quarters. The position peaked at $361K in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Capstone Investment Advisors reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 25,668 TFS Financial shares in Q2 2026, an estimated $361K.
  • Capstone Investment Advisors first reported a position in TFS Financial in Q2 2025 and held it in 2 quarters.
  • Capstone Investment Advisors's TFS Financial position peaked at $361K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.