GoalVest Advisory’s TFS Financial TFSL Stock Holding History

GoalVest Advisory’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	–	Sell	-1,601	Closed	-$21.4K	–	540
2025 Q4	$21.4K	Buy	+1,601	New	+$21.9K	﹤0.01%	343

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

GoalVest Advisory's TFSL Position: Q1 2026 in Review

GoalVest Advisory sold out of TFS Financial (TFSL) in Q1 2026, closing a stake of 1,601 shares — an estimated $21.4K sold.

GoalVest Advisory first reported a position in TFSL in Q4 2025 and held it in 1 quarter. The position peaked at $21.4K in Q4 2025. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

GoalVest Advisory reported no remaining TFS Financial position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 1,601 TFS Financial shares in Q1 2026, an estimated $21.4K.
GoalVest Advisory first reported a position in TFS Financial in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's TFS Financial position peaked at $21.4K in Q4 2025.
217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.