KA
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Kovack Advisors’s TFS Financial TFSL Stock Holding History

Kovack Advisors’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 		$437K Buy
+24,484
New +$382K 0.02% 668
2023
Q2 		– Sell
-15,359
Closed -$194K – 646
2023
Q1 		$194K Sell
15,359
-1,830
-11% -$25.5K 0.03% 520
2022
Q4 		$248K Sell
17,189
-2,900
-14% -$39.6K 0.04% 457
2022
Q3 		$261K Buy
20,089
+3,200
+19% +$45.4K 0.04% 443
2022
Q2 		$232K Buy
+16,889
New +$249K 0.03% 520
2019
Q4 		– Sell
-22,700
Closed -$409K – 553
2019
Q3 		$409K Buy
22,700
+750
+3% +$13.4K 0.08% 268
2019
Q2 		$397K Sell
21,950
-2,600
-11% -$44.4K 0.09% 249
2019
Q1 		$404K Sell
24,550
-100
-0.4% -$1.67K 0.1% 235
2018
Q4 		$398K Buy
24,650
+8,700
+55% +$133K 0.12% 202
2018
Q3 		$239K Buy
15,950
+2,950
+23% +$46.1K 0.06% 346
2018
Q2 		$205K Hold
13,000
– – 0.06% 367
2018
Q1 		$191K Buy
+13,000
New +$195K 0.05% 434

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

Kovack Advisors's TFSL Position: Q2 2026 in Review

Kovack Advisors opened a new position in TFS Financial (TFSL) in Q2 2026: 24,484 shares worth $437K. The stake represents 0.02% of the portfolio and ranks #668 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in TFSL as recently as Q1 2023.

Kovack Advisors first reported a position in TFSL in Q1 2018 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Kovack Advisors held 24,484 shares of TFS Financial worth $437K as of Q2 2026.
  • TFS Financial was a new Kovack Advisors position in Q2 2026.
  • TFS Financial made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #668 holding.
  • Kovack Advisors first reported a position in TFS Financial in Q1 2018 and has held it in 12 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.