M&T Bank

M&T Bank’s TFS Financial TFSL Stock Holding History

M&T Bank’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 Q3	–	Sell	-10,136	Closed	-$132K	–	1603
2025 Q2	$132K	Buy	+10,136	New	+$131K	﹤0.01%	1484
2018 Q4	–	Sell	-24,690	Closed	-$371K	–	1556
2018 Q3	$371K	Sell	24,690 -146	-0.6%	-$2.28K	﹤0.01%	1138
2018 Q2	$391K	Buy	+24,836	New	+$384K	﹤0.01%	1111
2017 Q1	–	Sell	-17,641	Closed	-$336K	–	1757
2016 Q4	$336K	Hold	17,641	–	–	﹤0.01%	1224
2016 Q3	$315K	Hold	17,641	–	–	﹤0.01%	1253
2016 Q2	$304K	Hold	17,641	–	–	﹤0.01%	1236
2016 Q1	$306K	Buy	17,641 +300	+2%	+$5.13K	﹤0.01%	1262
2015 Q4	$326K	Sell	17,341 -7,280	-30%	-$133K	﹤0.01%	1254
2015 Q3	$425K	Buy	+24,621	New	+$417K	﹤0.01%	1138
2014 Q4	–	Sell	-22,972	Closed	-$330K	–	2236
2014 Q3	$330K	Buy	+22,972	New	+$321K	﹤0.01%	1499

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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