KAS
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Kestra Advisory Services’s TFS Financial TFSL Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-7,907
Closed -$106K – 4288
2025
Q4 		$106K Buy
+7,907
New +$108K ﹤0.01% 3381
2025
Q3 		– Sell
-11,486
Closed -$149K – 3021
2025
Q2 		$149K Sell
11,486
-3,225
-22% -$41.5K ﹤0.01% 2694
2025
Q1 		$182K Sell
14,711
-978
-6% -$12.5K ﹤0.01% 2500
2024
Q4 		$197K Buy
15,689
+253
+2% +$3.37K ﹤0.01% 2491
2024
Q3 		$199K Buy
15,436
+440
+3% +$5.8K ﹤0.01% 2380
2024
Q2 		$189K Buy
14,996
+653
+5% +$8.22K ﹤0.01% 2423
2024
Q1 		$180K Buy
+14,343
New +$190K ﹤0.01% 2303

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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Kestra Advisory Services's TFSL Position: Q1 2026 in Review

Kestra Advisory Services sold out of TFS Financial (TFSL) in Q1 2026, closing a stake of 7,907 shares — an estimated $106K sold.

Kestra Advisory Services first reported a position in TFSL in Q1 2024 and held it in 7 quarters. The position peaked at $199K in Q3 2024. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

  • Kestra Advisory Services reported no remaining TFS Financial position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,907 TFS Financial shares in Q1 2026, an estimated $106K.
  • Kestra Advisory Services first reported a position in TFS Financial in Q1 2024 and held it in 7 quarters.
  • Kestra Advisory Services's TFS Financial position peaked at $199K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.