Claris Advisors’s TFS Financial TFSL Stock Holding History

Claris 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
2024 Q4	–	Sell	-9	Closed	-$116	–	1036
2024 Q3	$116	Buy	+9	New	+$119	﹤0.01%	1109

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claris Advisors's TFSL Position: Q4 2024 in Review

Claris Advisors sold out of TFS Financial (TFSL) in Q4 2024, closing a stake of 9 shares — an estimated $116 sold.

Claris Advisors first reported a position in TFSL in Q3 2024 and held it in 1 quarter. The position peaked at $116 in Q3 2024. 175 funds tracked by Wall St. Rank hold TFSL as of Q4 2024.

Claris Advisors reported no remaining TFS Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 TFS Financial shares in Q4 2024, an estimated $116.
Claris Advisors first reported a position in TFS Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's TFS Financial position peaked at $116 in Q3 2024.
175 funds tracked by Wall St. Rank held TFS Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.