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John Overdeck’s TFS Financial TFSL Stock Holding History

John Overdeck’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 		$8.8M Buy
496,877
+174,493
+54% +$2.72M 0.01% 1616
2026
Q1 		$4.53M Buy
322,384
+63,710
+25% +$901K ﹤0.01% 2064
2025
Q4 		$3.46M Buy
258,674
+4,023
+2% +$55.1K ﹤0.01% 2038
2025
Q3 		$3.36M Buy
254,651
+189,282
+290% +$2.5M 0.01% 1769
2025
Q2 		$847K Buy
65,369
+43,705
+202% +$563K ﹤0.01% 2342
2025
Q1 		$268K Buy
+21,664
New +$277K ﹤0.01% 2753
2024
Q4 		– Sell
-11,170
Closed -$144K – 3482
2024
Q3 		$144K Sell
11,170
-13,084
-54% -$172K ﹤0.01% 2849
2024
Q2 		$306K Buy
+24,254
New +$305K ﹤0.01% 2587
2020
Q4 		– Sell
-20,159
Closed -$296K – 3758
2020
Q3 		$296K Sell
20,159
-7,015
-26% -$102K ﹤0.01% 2583
2020
Q2 		$389K Buy
+27,174
New +$391K ﹤0.01% 2189
2018
Q3 		– Sell
-39,776
Closed -$627K – 3575
2018
Q2 		$627K Sell
39,776
-6,756
-15% -$104K ﹤0.01% 2489
2018
Q1 		$684K Buy
46,532
+35,373
+317% +$530K ﹤0.01% 2267
2017
Q4 		$167K Buy
+11,159
New +$172K ﹤0.01% 2955
2017
Q2 		– Sell
-35,451
Closed -$589K – 3273
2017
Q1 		$589K Buy
+35,451
New +$620K ﹤0.01% 2250
2015
Q1 		– Sell
-165,779
Closed -$2.47M – 2857
2014
Q4 		$2.47M Buy
+165,779
New +$2.45M 0.01% 943
2014
Q1 		– Sell
-11,654
Closed -$141K – 2252
2013
Q4 		$141K Buy
+11,654
New +$139K ﹤0.01% 2053

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

John Overdeck's TFSL Position: Q2 2026 in Review

John Overdeck increased its TFS Financial (TFSL) stake by 54% in Q2 2026, buying an estimated $2.72M and bringing the position to 496,877 shares worth $8.8M. The position accounts for 0.01% of the portfolio, ranked #1616.

John Overdeck first reported a position in TFSL in Q4 2013 and has held it in 16 quarters since. 234 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • John Overdeck held 496,877 shares of TFS Financial worth $8.8M as of Q2 2026.
  • John Overdeck bought 174,493 TFS Financial shares in Q2 2026, an estimated $2.72M.
  • TFS Financial made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1616 holding.
  • John Overdeck first reported a position in TFS Financial in Q4 2013 and has held it in 16 quarters since.
  • 234 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.