GRP
TFSL icon

Global Retirement Partners’s TFS Financial TFSL Stock Holding History

Global Retirement Partners’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 		$43.8K Buy
+2,469
New +$38.5K ﹤0.01% 2607
2025
Q4 		$14.5K Buy
1,082
+241
+29% +$3.3K ﹤0.01% 3013
2025
Q3 		$11.1K Sell
841
-645
-43% -$8.53K ﹤0.01% 2659
2025
Q2 		$19.2K Buy
+1,486
New +$19.1K ﹤0.01% 2310
2024
Q4 		$23.5K Sell
1,870
-3,053
-62% -$40.6K ﹤0.01% 2004
2024
Q3 		$63.3K Sell
4,923
-371
-7% -$4.89K ﹤0.01% 1449
2024
Q2 		$66.8K Buy
5,294
+112
+2% +$1.41K ﹤0.01% 1386
2024
Q1 		$65.1K Buy
5,182
+147
+3% +$1.95K ﹤0.01% 1281
2023
Q4 		$68.3K Buy
5,035
+160
+3% +$2.07K ﹤0.01% 1218
2023
Q3 		$56.3K Sell
4,875
-129
-3% -$1.73K ﹤0.01% 1215
2023
Q2 		$62.9K Buy
5,004
+172
+4% +$2.08K ﹤0.01% 1161
2023
Q1 		$54.8K Buy
4,832
+1,806
+60% +$25.2K ﹤0.01% 1192
2022
Q4 		$43.6K Buy
3,026
+2,146
+244% +$29.3K ﹤0.01% 1146
2022
Q3 		$12K Buy
880
+345
+64% +$4.89K ﹤0.01% 1619
2022
Q2 		$7K Hold
535
– – ﹤0.01% 1795
2022
Q1 		$8K Buy
+535
New +$9.2K ﹤0.01% 1737
2021
Q4 		– Sell
-535
Closed -$10K – 1635
2021
Q3 		$10K Hold
535
– – ﹤0.01% 1427
2021
Q2 		$11K Hold
535
– – ﹤0.01% 1361
2021
Q1 		$11K Sell
535
-250
-32% -$4.87K ﹤0.01% 1277
2020
Q4 		$14K Hold
785
– – ﹤0.01% 1171
2020
Q3 		$12K Hold
785
– – ﹤0.01% 1099
2020
Q2 		$11K Buy
+785
New +$11.3K ﹤0.01% 1100

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

Global Retirement Partners's TFSL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in TFS Financial (TFSL) in Q2 2026: 2,469 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #2607 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TFSL as recently as Q4 2025.

Global Retirement Partners first reported a position in TFSL in Q2 2020 and has held it in 22 quarters since. The position peaked at $68.3K in Q4 2023. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Global Retirement Partners held 2,469 shares of TFS Financial worth $43.8K as of Q2 2026.
  • TFS Financial was a new Global Retirement Partners position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2607 holding.
  • Global Retirement Partners first reported a position in TFS Financial in Q2 2020 and has held it in 22 quarters since.
  • Global Retirement Partners's TFS Financial position peaked at $68.3K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.