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TFSL icon

Covestor’s TFS Financial TFSL Stock Holding History

Covestor’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 		$148K Sell
8,355
-894
-10% -$13.9K 0.09% 200
2026
Q1 		$130K Sell
9,249
-9,878
-52% -$140K 0.09% 195
2025
Q4 		$256K Sell
19,127
-111
-0.6% -$1.52K 0.13% 140
2025
Q3 		$253K Buy
19,238
+2,644
+16% +$34.9K 0.14% 130
2025
Q2 		$215K Buy
16,594
+201
+1% +$2.59K 0.13% 150
2025
Q1 		$203K Sell
16,393
-1,627
-9% -$20.8K 0.14% 155
2024
Q4 		$226K Buy
18,020
+3,121
+21% +$41.5K 0.14% 127
2024
Q3 		$192K Sell
14,899
-1,187
-7% -$15.6K 0.12% 188
2024
Q2 		$203K Buy
16,086
+1,577
+11% +$19.8K 0.13% 159
2024
Q1 		$182K Sell
14,509
-1,928
-12% -$25.5K 0.12% 199
2023
Q4 		$241K Sell
16,437
-74
-0.4% -$957 0.16% 81
2023
Q3 		$195K Buy
16,511
+575
+4% +$7.7K 0.15% 117
2023
Q2 		$200K Buy
15,936
+3,348
+27% +$40.6K 0.15% 119
2023
Q1 		$159K Sell
12,588
-522
-4% -$7.29K 0.14% 179
2022
Q4 		$189K Buy
13,110
+1,188
+10% +$16.2K 0.15% 131
2022
Q3 		$155K Buy
11,922
+11,397
+2,171% +$162K 0.14% 148
2022
Q2 		$7K Hold
525
– – 0.01% 1332
2022
Q1 		$9K Buy
525
+232
+79% +$3.99K 0.01% 1369
2021
Q4 		$5K Buy
+293
New +$5.59K 0.01% 1344

Other funds holding TFSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
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

Covestor's TFSL Position: Q2 2026 in Review

Covestor reduced its TFS Financial (TFSL) stake by 9.7% in Q2 2026, selling an estimated $13.9K and leaving 8,355 shares worth $148K. The position accounts for 0.09% of the portfolio, ranked #200.

Covestor first reported a position in TFSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $256K in Q4 2025. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Covestor held 8,355 shares of TFS Financial worth $148K as of Q2 2026.
  • Covestor sold 894 TFS Financial shares in Q2 2026, an estimated $13.9K.
  • TFS Financial made up 0.09% of Covestor's portfolio in Q2 2026, its #200 holding.
  • Covestor first reported a position in TFS Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's TFS Financial position peaked at $256K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.