GAMMA Investing’s TFS Financial TFSL Stock Holding History

GAMMA Investing’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 Q3	$82.5K	Buy	5,090 +126	+3%	+$2.21K	﹤0.01%	2014
2026 Q2	$88K	Buy	4,964 +337	+7%	+$5.26K	﹤0.01%	1904
2026 Q1	$65K	Buy	4,627 +3,660	+378%	+$51.8K	﹤0.01%	1996
2025 Q4	$12.9K	Buy	967 +410	+74%	+$5.62K	﹤0.01%	2855
2025 Q3	$7.34K	Buy	557 +43	+8%	+$568	﹤0.01%	3023
2025 Q2	$6.66K	Sell	514 -44	-8%	-$567	﹤0.01%	3003
2025 Q1	$6.91K	Sell	558 -110	-16%	-$1.41K	﹤0.01%	2929
2024 Q4	$8.39K	Buy	668 +356	+114%	+$4.74K	﹤0.01%	2703
2024 Q3	$4.01K	Sell	312 -64	-17%	-$843	﹤0.01%	2831
2024 Q2	$4.74K	Buy	376 +126	+50%	+$1.58K	﹤0.01%	2599
2024 Q1	$3.14K	Sell	250 -966	-79%	-$12.8K	﹤0.01%	2586
2023 Q4	$16.2K	Buy	+1,216	New	+$15.7K	﹤0.01%	1630

Other funds holding TFSL

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

GAMMA Investing's TFSL Position: Q3 2026 in Review

GAMMA Investing increased its TFS Financial (TFSL) stake by 2.5% in Q3 2026, buying an estimated $2.21K and bringing the position to 5,090 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

GAMMA Investing first reported a position in TFSL in Q4 2023 and has held it in 12 quarters since. The position peaked at $88K in Q2 2026. 33 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

GAMMA Investing held 5,090 shares of TFS Financial worth $82.5K as of Q3 2026.
GAMMA Investing bought 126 TFS Financial shares in Q3 2026, an estimated $2.21K.
TFS Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2014 holding.
GAMMA Investing first reported a position in TFS Financial in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's TFS Financial position peaked at $88K in Q2 2026.
33 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.