Jones Financial Companies
TFSL icon

Jones Financial Companies’s TFS Financial TFSL Stock Holding History

Jones Financial Companies’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 		$50.6K Buy
2,895
+1,758
+155% +$27.4K ﹤0.01% 3122
2026
Q1 		$15.5K Hold
1,137
– – ﹤0.01% 3400
2025
Q4 		$15.2K Buy
1,137
+125
+12% +$1.71K ﹤0.01% 3044
2025
Q3 		$13.4K Buy
+1,012
New +$13.4K ﹤0.01% 2975
2025
Q1 		– Sell
-16
Closed -$201 – 3858
2024
Q4 		$201 Hold
16
– – ﹤0.01% 3310
2024
Q3 		$205 Buy
+16
New +$211 ﹤0.01% 2941

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

Jones Financial Companies's TFSL Position: Q2 2026 in Review

Jones Financial Companies increased its TFS Financial (TFSL) stake by 155% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,895 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Jones Financial Companies first reported a position in TFSL in Q3 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Jones Financial Companies held 2,895 shares of TFS Financial worth $50.6K as of Q2 2026.
  • Jones Financial Companies bought 1,758 TFS Financial shares in Q2 2026, an estimated $27.4K.
  • TFS Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3122 holding.
  • Jones Financial Companies first reported a position in TFS Financial in Q3 2024 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.