KeyBank National Association’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252K	Buy	+17,912	New	+$253K	﹤0.01%	1104
2016 Q4	–	Sell	-68,200	Closed	-$1.22M	–	1172
2016 Q3	$1.22M	Sell	68,200 -3,000	-4%	-$53.9K	0.01%	515
2016 Q2	$1.23M	Hold	71,200	–	–	0.01%	464
2016 Q1	$1.24M	Sell	71,200 -3,000	-4%	-$51.2K	0.01%	474
2015 Q4	$1.4M	Hold	74,200	–	–	0.01%	455
2015 Q3	$1.28M	Sell	74,200 -100	-0.1%	-$1.69K	0.01%	485
2015 Q2	$1.25M	Hold	74,300	–	–	0.01%	536
2015 Q1	$1.09M	Buy	74,300 +9,700	+15%	+$139K	0.01%	601
2014 Q4	$962K	Buy	64,600 +1,000	+2%	+$14.8K	0.01%	646
2014 Q3	$911K	Sell	63,600 -3	-0%	-$42	0.01%	653
2014 Q2	$907K	Buy	63,603 +300	+0.5%	+$4.03K	0.01%	700
2014 Q1	$787K	Sell	63,303 -2,500	-4%	-$29.7K	0.01%	728
2013 Q4	$797K	Hold	65,803	–	–	0.01%	736
2013 Q3	$788K	Buy	65,803 +974	+2%	+$11.2K	0.01%	716
2013 Q2	$726K	Buy	+64,829	New	+$703K	﹤0.01%	865