LPL Financial
TFSL icon

LPL Financial’s TFS Financial TFSL Stock Holding History

LPL Financial’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 		$411K Buy
23,192
+4,392
+23% +$68.5K ﹤0.01% 5201
2026
Q1 		$264K Buy
18,800
+4,310
+30% +$60.9K ﹤0.01% 5284
2025
Q4 		$194K Buy
14,490
+597
+4% +$8.18K ﹤0.01% 5453
2025
Q3 		$183K Sell
13,893
-4,340
-24% -$57.4K ﹤0.01% 5378
2025
Q2 		$236K Sell
18,233
-23,589
-56% -$304K ﹤0.01% 4962
2025
Q1 		$518K Buy
41,822
+10,753
+35% +$138K ﹤0.01% 4143
2024
Q4 		$390K Sell
31,069
-366
-1% -$4.87K ﹤0.01% 4312
2024
Q3 		$404K Buy
31,435
+7,657
+32% +$101K ﹤0.01% 4190
2024
Q2 		$300K Buy
23,778
+135
+0.6% +$1.7K ﹤0.01% 4264
2024
Q1 		$297K Sell
23,643
-603
-2% -$7.98K ﹤0.01% 4209
2023
Q4 		$356K Buy
24,246
+642
+3% +$8.3K ﹤0.01% 3952
2023
Q3 		$279K Buy
23,604
+1,152
+5% +$15.4K ﹤0.01% 3983
2023
Q2 		$282K Buy
22,452
+317
+1% +$3.84K ﹤0.01% 3903
2023
Q1 		$280K Buy
22,135
+805
+4% +$11.2K ﹤0.01% 3796
2022
Q4 		$307K Buy
21,330
+4,701
+28% +$64.2K ﹤0.01% 3636
2022
Q3 		$216K Buy
16,629
+163
+1% +$2.31K ﹤0.01% 3866
2022
Q2 		$226K Sell
16,466
-947
-5% -$13.9K ﹤0.01% 3853
2022
Q1 		$289K Sell
17,413
-230
-1% -$3.96K ﹤0.01% 3587
2021
Q4 		$315K Sell
17,643
-1,395
-7% -$26.6K ﹤0.01% 3648
2021
Q3 		$363K Buy
19,038
+1,137
+6% +$22.2K ﹤0.01% 3491
2021
Q2 		$363K Buy
17,901
+5,903
+49% +$123K ﹤0.01% 3435
2021
Q1 		$244K Buy
11,998
+1,465
+14% +$28.5K ﹤0.01% 3618
2020
Q4 		$186K Buy
+10,533
New +$175K ﹤0.01% 3550

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

LPL Financial's TFSL Position: Q2 2026 in Review

LPL Financial increased its TFS Financial (TFSL) stake by 23% in Q2 2026, buying an estimated $68.5K and bringing the position to 23,192 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #5201.

LPL Financial first reported a position in TFSL in Q4 2020 and has held it in 23 quarters since. The position peaked at $518K in Q1 2025. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • LPL Financial held 23,192 shares of TFS Financial worth $411K as of Q2 2026.
  • LPL Financial bought 4,392 TFS Financial shares in Q2 2026, an estimated $68.5K.
  • TFS Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5201 holding.
  • LPL Financial first reported a position in TFS Financial in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's TFS Financial position peaked at $518K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.