FRA
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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
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

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LCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return