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GRP
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
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
–
1639
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
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
LCM
Lakewood Capital Management
New York
$1.56B AUM
0.92%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Mirae Asset Global ETFs Holdings
Causeway Bay, Hong Kong
$73.7B AUM
53.56%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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