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DAGCO Inc’s TFS Financial TFSL Stock Holding History

DAGCO Inc’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 		– Sell
-300
Closed -$4.21K – 320
2026
Q1 		$4.21K Hold
300
– – ﹤0.01% 316
2025
Q4 		$4.01K Hold
300
– – ﹤0.01% 335
2025
Q3 		$3.95K Hold
300
– – ﹤0.01% 319
2025
Q2 		$3.88K Hold
300
– – ﹤0.01% 313
2025
Q1 		$3.72K Buy
+300
New +$3.84K ﹤0.01% 300

Other funds holding TFSL

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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

DAGCO Inc's TFSL Position: Q2 2026 in Review

DAGCO Inc sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 300 shares — an estimated $4.21K sold.

DAGCO Inc first reported a position in TFSL in Q1 2025 and held it in 5 quarters. The position peaked at $4.21K in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • DAGCO Inc reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 300 TFS Financial shares in Q2 2026, an estimated $4.21K.
  • DAGCO Inc first reported a position in TFS Financial in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's TFS Financial position peaked at $4.21K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.