EPM
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Equitec Proprietary Markets’s TFS Financial TFSL Stock Holding History

Equitec Proprietary Markets’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
Q1 		– Sell
-95
Closed -$1.27K – 111
2025
Q4 		$1.27K Sell
95
-4,479
-98% -$61.3K ﹤0.01% 73
2025
Q3 		$60.3K Sell
4,574
-13,101
-74% -$173K 0.01% 43
2025
Q2 		$229K Buy
+17,675
New +$228K 0.22% 30

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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Equitec Proprietary Markets's TFSL Position: Q1 2026 in Review

Equitec Proprietary Markets sold out of TFS Financial (TFSL) in Q1 2026, closing a stake of 95 shares — an estimated $1.27K sold.

Equitec Proprietary Markets first reported a position in TFSL in Q2 2025 and held it in 3 quarters. The position peaked at $229K in Q2 2025. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

  • Equitec Proprietary Markets reported no remaining TFS Financial position as of Q1 2026 after selling out during the quarter.
  • Equitec Proprietary Markets sold 95 TFS Financial shares in Q1 2026, an estimated $1.27K.
  • Equitec Proprietary Markets first reported a position in TFS Financial in Q2 2025 and held it in 3 quarters.
  • Equitec Proprietary Markets's TFS Financial position peaked at $229K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Equitec Proprietary Markets's 13F filing for Q1 2026, filed 11 May 2026.