Cramer Rosenthal McGlynn’s TFS Financial TFSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.5M Buy
1,177,638
+2,953
+0.3% +$41.8K 1.21% 32
2025
Q4
$15.7M Buy
1,174,685
+6,475
+0.6% +$88.7K 1.01% 38
2025
Q3
$15.4M Sell
1,168,210
-47,817
-4% -$632K 0.99% 42
2025
Q2
$15.7M Sell
1,216,027
-172,642
-12% -$2.22M 1.08% 36
2025
Q1
$17.2M Buy
1,388,669
+84,002
+6% +$1.08M 1.24% 35
2024
Q4
$16.4M Buy
1,304,667
+61,231
+5% +$815K 0.93% 50
2024
Q3
$16M Sell
1,243,436
-186,002
-13% -$2.45M 0.89% 49
2024
Q2
$18M Sell
1,429,438
-107,249
-7% -$1.35M 1.06% 42
2024
Q1
$19.3M Sell
1,536,687
-229,683
-13% -$3.04M 1.05% 45
2023
Q4
$25.9M Buy
1,766,370
+272,433
+18% +$3.52M 1.41% 29
2023
Q3
$17.7M Buy
1,493,937
+78,621
+6% +$1.05M 0.99% 41
2023
Q2
$17.8M Buy
1,415,316
+806,230
+132% +$9.77M 0.89% 44
2023
Q1
$7.69M Buy
+609,086
New +$8.5M 0.35% 84
2021
Q1
Sell
-1,140,347
Closed -$20.1M 101
2020
Q4
$20.1M Sell
1,140,347
-78,208
-6% -$1.3M 0.63% 55
2020
Q3
$17.9M Buy
1,218,555
+111,818
+10% +$1.63M 0.72% 54
2020
Q2
$15.8M Buy
1,106,737
+317,810
+40% +$4.58M 0.64% 60
2020
Q1
$12M Sell
788,927
-35,156
-4% -$689K 0.57% 68
2019
Q4
$16.2M Sell
824,083
-226,336
-22% -$4.37M 0.46% 84
2019
Q3
$18.9M Sell
1,050,419
-21,715
-2% -$389K 0.54% 73
2019
Q2
$19.4M Sell
1,072,134
-30,775
-3% -$525K 0.53% 75
2019
Q1
$18.2M Buy
1,102,909
+338,838
+44% +$5.66M 0.43% 90
2018
Q4
$12.3M Buy
+764,071
New +$11.7M 0.31% 99
2015
Q1
Sell
-265,482
Closed -$3.95M 243
2014
Q4
$3.95M Sell
265,482
-3,112,927
-92% -$46M 0.04% 170
2014
Q3
$48.4M Sell
3,378,409
-2,752,045
-45% -$38.5M 0.48% 80
2014
Q2
$87.4M Sell
6,130,454
-75,755
-1% -$1.02M 0.7% 48
2014
Q1
$77.1M Sell
6,206,209
-208,039
-3% -$2.47M 0.59% 55
2013
Q4
$77.7M Sell
6,414,248
-215,657
-3% -$2.58M 0.56% 61
2013
Q3
$79.4M Sell
6,629,905
-907,849
-12% -$10.5M 0.6% 58
2013
Q2
$84.4M Buy
+7,537,754
New +$81.8M 0.64% 51

Other funds holding TFSL