City State Bank’s TFS Financial TFSL Stock Holding History

City State Bank’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
2025 Q2	–	Sell	-400	Closed	-$4.96K	–	761
2025 Q1	$4.96K	Hold	400	–	–	﹤0.01%	581
2024 Q4	$5.02K	Hold	400	–	–	﹤0.01%	578
2024 Q3	$5.14K	Hold	400	–	–	﹤0.01%	575
2024 Q2	$5.05K	Sell	400 -400	-50%	-$5.03K	﹤0.01%	551
2024 Q1	$10K	Hold	800	–	–	﹤0.01%	489
2023 Q4	$12K	Hold	800	–	–	0.01%	452
2023 Q3	$9K	Hold	800	–	–	0.01%	482
2023 Q2	$10K	Hold	800	–	–	0.01%	473
2023 Q1	$10K	Hold	800	–	–	0.01%	471
2022 Q4	$12K	Hold	800	–	–	0.01%	422
2022 Q3	$10K	Hold	800	–	–	0.01%	429
2022 Q2	$11K	Hold	800	–	–	0.01%	422
2022 Q1	$13K	Hold	800	–	–	0.01%	421
2021 Q4	$14K	Buy	+800	New	+$15.3K	0.01%	425

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

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

CRM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

City State Bank's TFSL Position: Q2 2025 in Review

City State Bank sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 400 shares — an estimated $4.96K sold.

City State Bank first reported a position in TFSL in Q4 2021 and held it in 14 quarters. The position peaked at $14K in Q4 2021. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

City State Bank reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
City State Bank sold 400 TFS Financial shares in Q2 2025, an estimated $4.96K.
City State Bank first reported a position in TFS Financial in Q4 2021 and held it in 14 quarters.
City State Bank's TFS Financial position peaked at $14K in Q4 2021.
177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on City State Bank's 13F filing for Q2 2025, filed 31 Jul 2025.