IAN
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Integrated Advisors Network’s TFS Financial TFSL Stock Holding History

Integrated Advisors Network’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
-13,735
Closed -$184K – 779
2025
Q4 		$184K Hold
13,735
– – 0.01% 696
2025
Q3 		$181K Buy
13,735
+430
+3% +$5.68K 0.01% 754
2025
Q2 		$172K Hold
13,305
– – 0.01% 729
2025
Q1 		$165K Hold
13,305
– – 0.01% 692
2024
Q4 		$167K Sell
13,305
-8,801
-40% -$117K 0.01% 681
2024
Q3 		$284K Buy
22,106
+7,984
+57% +$105K 0.01% 613
2024
Q2 		$178K Sell
14,122
-2,213
-14% -$27.8K 0.01% 667
2024
Q1 		$205K Hold
16,335
– – 0.01% 681
2023
Q4 		$240K Buy
16,335
+3,030
+23% +$39.2K 0.01% 602
2023
Q3 		$157K Hold
13,305
– – 0.01% 630
2023
Q2 		$167K Buy
+13,305
New +$161K 0.01% 634

Other funds holding TFSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
VPM
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return