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Concourse Financial Group Securities’s TFS Financial TFSL Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-15
Closed -$187 – 1852
2024
Q4 		$187 Sell
15
-41
-73% -$546 ﹤0.01% 2197
2024
Q3 		$720 Buy
56
+25
+81% +$329 ﹤0.01% 2103
2024
Q2 		$391 Buy
+31
New +$390 ﹤0.01% 2219
2023
Q1 		– Sell
-285
Closed -$3.98K – 2433
2022
Q4 		$4.11K Hold
285
– – ﹤0.01% 1899
2022
Q3 		$4K Buy
+285
New +$4.04K ﹤0.01% 1700
2019
Q3 		– Sell
-306
Closed -$5.49K – 2125
2019
Q2 		$6K Hold
306
– – ﹤0.01% 1687
2019
Q1 		$5K Buy
+306
New +$5.12K ﹤0.01% 1759

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's TFSL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of TFS Financial (TFSL) in Q1 2025, closing a stake of 15 shares — an estimated $187 sold.

Concourse Financial Group Securities first reported a position in TFSL in Q1 2019 and held it in 7 quarters. The position peaked at $6K in Q2 2019. 189 funds tracked by Wall St. Rank hold TFSL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining TFS Financial position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 15 TFS Financial shares in Q1 2025, an estimated $187.
  • Concourse Financial Group Securities first reported a position in TFS Financial in Q1 2019 and held it in 7 quarters.
  • Concourse Financial Group Securities's TFS Financial position peaked at $6K in Q2 2019.
  • 189 funds tracked by Wall St. Rank held TFS Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.