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InceptionR’s TFS Financial TFSL Stock Holding History

InceptionR’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 		$192K Buy
+10,838
New +$169K 0.05% 593
2024
Q3 		– Sell
-28,066
Closed -$354K – 867
2024
Q2 		$354K Sell
28,066
-846
-3% -$10.6K 0.1% 369
2024
Q1 		$363K Buy
+28,912
New +$382K 0.09% 371

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

InceptionR's TFSL Position: Q2 2026 in Review

InceptionR opened a new position in TFS Financial (TFSL) in Q2 2026: 10,838 shares worth $192K. The stake represents 0.05% of the portfolio and ranks #593 among its holdings. This is a return to the name: InceptionR previously reported a position in TFSL as recently as Q2 2024.

InceptionR first reported a position in TFSL in Q1 2024 and has held it in 3 quarters since. The position peaked at $363K in Q1 2024. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • InceptionR held 10,838 shares of TFS Financial worth $192K as of Q2 2026.
  • TFS Financial was a new InceptionR position in Q2 2026.
  • TFS Financial made up 0.05% of InceptionR's portfolio in Q2 2026, its #593 holding.
  • InceptionR first reported a position in TFS Financial in Q1 2024 and has held it in 3 quarters since.
  • InceptionR's TFS Financial position peaked at $363K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.