MCM
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MAI Capital Management’s TFS Financial TFSL Stock Holding History

MAI Capital Management’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 		– Sell
-1,948
Closed -$27.4K – 4460
2026
Q1 		$27.4K Buy
1,948
+193
+11% +$2.73K ﹤0.01% 2605
2025
Q4 		$23.5K Hold
1,755
– – ﹤0.01% 2429
2025
Q3 		$23.1K Buy
1,755
+228
+15% +$3.01K ﹤0.01% 2341
2025
Q2 		$19.8K Sell
1,527
-877
-36% -$11.3K ﹤0.01% 2356
2025
Q1 		$29.8K Hold
2,404
– – ﹤0.01% 2005
2024
Q4 		$30.2K Buy
+2,404
New +$32K ﹤0.01% 2025

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

MAI Capital Management's TFSL Position: Q2 2026 in Review

MAI Capital Management sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 1,948 shares — an estimated $27.4K sold.

MAI Capital Management first reported a position in TFSL in Q4 2024 and held it in 6 quarters. The position peaked at $30.2K in Q4 2024. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • MAI Capital Management reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,948 TFS Financial shares in Q2 2026, an estimated $27.4K.
  • MAI Capital Management first reported a position in TFS Financial in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's TFS Financial position peaked at $30.2K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.