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Investors Portfolio Services’s TFS Financial TFSL Stock Holding History

Investors Portfolio Services’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 		$1.97K Hold
111
– – ﹤0.01% 269
2026
Q1 		$1.65K Buy
+111
New +$1.57K ﹤0.01% 275

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

Investors Portfolio Services's TFSL Position: Q2 2026 in Review

Investors Portfolio Services held its TFS Financial (TFSL) position steady in Q2 2026 at 111 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Investors Portfolio Services first reported a position in TFSL in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Investors Portfolio Services held 111 shares of TFS Financial worth $1.97K as of Q2 2026.
  • Investors Portfolio Services left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #269 holding.
  • Investors Portfolio Services first reported a position in TFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.