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Ethic Inc’s TFS Financial TFSL Stock Holding History

Ethic 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 		$789K Buy
+44,507
New +$694K 0.01% 793
2026
Q1 		– Sell
-16,974
Closed -$227K – 1317
2025
Q4 		$227K Buy
+16,974
New +$232K ﹤0.01% 1098
2024
Q1 		– Sell
-10,547
Closed -$155K – 1131
2023
Q4 		$155K Buy
+10,547
New +$136K ﹤0.01% 998

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

Ethic Inc's TFSL Position: Q2 2026 in Review

Ethic Inc opened a new position in TFS Financial (TFSL) in Q2 2026: 44,507 shares worth $789K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Ethic Inc previously reported a position in TFSL as recently as Q4 2025.

Ethic Inc first reported a position in TFSL in Q4 2023 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Ethic Inc held 44,507 shares of TFS Financial worth $789K as of Q2 2026.
  • TFS Financial was a new Ethic Inc position in Q2 2026.
  • TFS Financial made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #793 holding.
  • Ethic Inc first reported a position in TFS Financial in Q4 2023 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.