KIM
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Kestra Investment Management’s TFS Financial TFSL Stock Holding History

Kestra Investment Management’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 		$3.33M Sell
188,122
-15,846
-8% -$247K 0.06% 102
2026
Q1 		$2.87M Sell
203,968
-10,531
-5% -$149K 0.05% 98
2025
Q4 		$2.87M Buy
214,499
+1,017
+0.5% +$13.9K 0.07% 105
2025
Q3 		$2.81M Buy
213,482
+21,562
+11% +$285K 0.08% 100
2025
Q2 		$2.49M Sell
191,920
-16,690
-8% -$215K 0.08% 97
2025
Q1 		$2.58M Buy
208,610
+3,217
+2% +$41.2K 0.08% 82
2024
Q4 		$2.58M Buy
205,393
+73,719
+56% +$981K 0.1% 73
2024
Q3 		$1.69M Buy
+131,674
New +$1.73M 0.07% 84

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

Kestra Investment Management's TFSL Position: Q2 2026 in Review

Kestra Investment Management reduced its TFS Financial (TFSL) stake by 7.8% in Q2 2026, selling an estimated $247K and leaving 188,122 shares worth $3.33M. The position accounts for 0.06% of the portfolio, ranked #102.

Kestra Investment Management first reported a position in TFSL in Q3 2024 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Kestra Investment Management held 188,122 shares of TFS Financial worth $3.33M as of Q2 2026.
  • Kestra Investment Management sold 15,846 TFS Financial shares in Q2 2026, an estimated $247K.
  • TFS Financial made up 0.06% of Kestra Investment Management's portfolio in Q2 2026, its #102 holding.
  • Kestra Investment Management first reported a position in TFS Financial in Q3 2024 and has held it in 8 quarters since.
  • 236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.