Frank Rimerman Advisors’s TFS Financial TFSL Stock Holding History

Frank Rimerman Advisors’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	$834K	Hold	47,067	–	–	0.05%	294
2026 Q1	$661K	Hold	47,067	–	–	0.04%	325
2025 Q4	$630K	Sell	47,067 -141	-0.3%	-$1.93K	0.04%	324
2025 Q3	$622K	Buy	47,208 +220	+0.5%	+$2.91K	0.04%	317
2025 Q2	$608K	Buy	46,988 +26,861	+133%	+$346K	0.04%	304
2025 Q1	$249K	Buy	20,127 +4,250	+27%	+$54.4K	0.02%	455
2024 Q4	$199K	Buy	15,877 +3,406	+27%	+$45.3K	0.01%	508
2024 Q3	$160K	Sell	12,471 -18,198	-59%	-$240K	0.01%	522
2024 Q2	$387K	Buy	+30,669	New	+$386K	0.03%	399

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

Frank Rimerman Advisors's TFSL Position: Q2 2026 in Review

Frank Rimerman Advisors held its TFS Financial (TFSL) position steady in Q2 2026 at 47,067 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #294.

Frank Rimerman Advisors first reported a position in TFSL in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Frank Rimerman Advisors held 47,067 shares of TFS Financial worth $834K as of Q2 2026.
Frank Rimerman Advisors left its TFS Financial share count unchanged in Q2 2026.
TFS Financial made up 0.05% of Frank Rimerman Advisors's portfolio in Q2 2026, its #294 holding.
Frank Rimerman Advisors first reported a position in TFS Financial in Q2 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.