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Coldstream Capital Management’s TFS Financial TFSL Stock Holding History

Coldstream Capital Management’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
-558
Closed -$6.91K – 3137
2025
Q1 		$6.91K Buy
+558
New +$7.15K ﹤0.01% 2539

Other funds holding TFSL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Coldstream Capital Management's TFSL Position: Q2 2025 in Review

Coldstream Capital Management sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 558 shares — an estimated $6.91K sold.

Coldstream Capital Management first reported a position in TFSL in Q1 2025 and held it in 1 quarter. The position peaked at $6.91K in Q1 2025. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

  • Coldstream Capital Management reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 558 TFS Financial shares in Q2 2025, an estimated $6.91K.
  • Coldstream Capital Management first reported a position in TFS Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's TFS Financial position peaked at $6.91K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.