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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kovack Advisors's TFSL Position: Q2 2023 in Review

Kovack Advisors sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 15,359 shares — an estimated $194K sold.

Kovack Advisors first reported a position in TFSL in Q1 2018 and held it in 11 quarters. The position peaked at $409K in Q3 2019. 142 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

  • Kovack Advisors reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
  • Kovack Advisors sold 15,359 TFS Financial shares in Q2 2023, an estimated $194K.
  • Kovack Advisors first reported a position in TFS Financial in Q1 2018 and held it in 11 quarters.
  • Kovack Advisors's TFS Financial position peaked at $409K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on Kovack Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.