Fuller & Thaler Asset Management’s Tilly's TLYS Stock Holding History

Fuller & Thaler Asset Management’s Portfolio TLYS Stock Details TLYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148K	Buy	+35,301	New	+$160K	﹤0.01%	504
2017 Q1	–	Sell	-192,200	Closed	-$2.54M	–	748
2016 Q4	$2.54M	Buy	+192,200	New	+$2.14M	0.04%	186
2015 Q2	–	Sell	-247,100	Closed	-$3.87M	–	730
2015 Q1	$3.87M	Hold	247,100	–	–	0.12%	159
2014 Q4	$2.39M	Buy	+247,100	New	+$1.91M	0.09%	185

Other funds holding TLYS

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Fuller & Thaler Asset Management's TLYS Position: Q2 2026 in Review

Fuller & Thaler Asset Management opened a new position in Tilly's (TLYS) in Q2 2026: 35,301 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Fuller & Thaler Asset Management previously reported a position in TLYS as recently as Q4 2016.

Fuller & Thaler Asset Management first reported a position in TLYS in Q4 2014 and has held it in 4 quarters since. The position peaked at $3.87M in Q1 2015. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

Fuller & Thaler Asset Management held 35,301 shares of Tilly's worth $148K as of Q2 2026.
Tilly's was a new Fuller & Thaler Asset Management position in Q2 2026.
Tilly's made up ﹤0.01% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #504 holding.
Fuller & Thaler Asset Management first reported a position in Tilly's in Q4 2014 and has held it in 4 quarters since.
Fuller & Thaler Asset Management's Tilly's position peaked at $3.87M in Q1 2015.
60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.