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Lindbrook Capital’s TFS Financial TFSL Stock Holding History

Lindbrook Capital’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
2025
Q1 		$3.46K Sell
279
-3,404
-92% -$43.6K ﹤0.01% 2102
2024
Q4 		$46.3K Buy
3,683
+101
+3% +$1.34K ﹤0.01% 848
2024
Q3 		$46.1K Sell
3,582
-163
-4% -$2.15K ﹤0.01% 863
2024
Q2 		$47.3K Buy
3,745
+1,034
+38% +$13K ﹤0.01% 816
2024
Q1 		$34K Buy
2,711
+714
+36% +$9.45K ﹤0.01% 947
2023
Q4 		$29.3K Buy
1,997
+508
+34% +$6.57K ﹤0.01% 983
2023
Q3 		$17.6K Buy
1,489
+491
+49% +$6.58K ﹤0.01% 1119
2023
Q2 		$12.5K Buy
998
+452
+83% +$5.48K ﹤0.01% 1334
2023
Q1 		$6.9K Buy
546
+418
+327% +$5.84K ﹤0.01% 1699
2022
Q4 		$1.84K Buy
128
+92
+256% +$1.26K ﹤0.01% 2265
2022
Q3 		$0 Sell
36
-274
-88% -$3.88K ﹤0.01% 2901
2022
Q2 		$4K Sell
310
-2,587
-89% -$38.1K ﹤0.01% 1695
2022
Q1 		$48K Buy
2,897
+2,654
+1,092% +$45.7K 0.01% 701
2021
Q4 		$4K Hold
243
– – ﹤0.01% 1609
2021
Q3 		$5K Hold
243
– – ﹤0.01% 1264
2021
Q2 		$5K Hold
243
– – ﹤0.01% 1310
2021
Q1 		$5K Hold
243
– – ﹤0.01% 1276
2020
Q4 		$4K Hold
243
– – ﹤0.01% 1283
2020
Q3 		$4K Buy
243
+71
+41% +$1.03K ﹤0.01% 1207
2020
Q2 		$2K Sell
172
-75
-30% -$1.08K ﹤0.01% 1446
2020
Q1 		$4K Buy
247
+112
+83% +$2.19K ﹤0.01% 1117
2019
Q4 		$3K Hold
135
– – ﹤0.01% 1238
2019
Q3 		$2K Hold
135
– – ﹤0.01% 1299
2019
Q2 		$2K Buy
+135
New +$2.3K ﹤0.01% 1268

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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's TFSL Position: Q1 2025 in Review

Lindbrook Capital reduced its TFS Financial (TFSL) stake by 92% in Q1 2025, selling an estimated $43.6K and leaving 279 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Lindbrook Capital first reported a position in TFSL in Q2 2019 and has held it in 24 quarters since. The position peaked at $48K in Q1 2022. 189 funds tracked by Wall St. Rank hold TFSL as of Q1 2025.

  • Lindbrook Capital held 279 shares of TFS Financial worth $3.46K as of Q1 2025.
  • Lindbrook Capital sold 3,404 TFS Financial shares in Q1 2025, an estimated $43.6K.
  • TFS Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2102 holding.
  • Lindbrook Capital first reported a position in TFS Financial in Q2 2019 and has held it in 24 quarters since.
  • Lindbrook Capital's TFS Financial position peaked at $48K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held TFS Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.