Inspire Investing’s TFS Financial TFSL Stock Holding History

Inspire 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 Q1	$514K	Buy	36,592 +1,661	+5%	+$23.5K	0.03%	682
2025 Q4	$467K	Buy	34,931 +380	+1%	+$5.2K	0.04%	540
2025 Q3	$455K	Buy	34,551 +4,491	+15%	+$59.4K	0.04%	496
2025 Q2	$389K	Buy	30,060 +2,297	+8%	+$29.6K	0.04%	558
2025 Q1	$344K	Sell	27,763 -4,184	-13%	-$53.6K	0.04%	517
2024 Q4	$401K	Buy	31,947 +2	+0%	+$27	0.04%	514
2024 Q3	$411K	Buy	31,945 +4,107	+15%	+$54.1K	0.04%	665
2024 Q2	$351K	Sell	27,838 -623	-2%	-$7.84K	0.04%	599
2024 Q1	$357K	Buy	28,461 +2,304	+9%	+$30.5K	0.04%	669
2023 Q4	$384K	Buy	26,157 +185	+0.7%	+$2.39K	0.04%	529
2023 Q3	$307K	Buy	25,972 +819	+3%	+$11K	0.04%	551
2023 Q2	$316K	Buy	25,153 +95	+0.4%	+$1.15K	0.04%	451
2023 Q1	$316K	Buy	25,058 +5,464	+28%	+$76.3K	0.04%	377
2022 Q4	$282K	Buy	19,594 +889	+5%	+$12.2K	0.04%	316
2022 Q3	$243K	Buy	+18,705	New	+$265K	0.03%	313
2020 Q2	–	Sell	-2,803	Closed	-$43K	–	713
2020 Q1	$43K	Buy	+2,803	New	+$54.9K	0.02%	561

Other funds holding TFSL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return