Mercer Global Advisors’s TFS Financial TFSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$532K Buy
37,855
+5,219
+16% +$73.8K ﹤0.01% 1942
2025
Q4
$437K Buy
32,636
+13,953
+75% +$191K ﹤0.01% 1959
2025
Q3
$246K Buy
18,683
+1,561
+9% +$20.6K ﹤0.01% 2232
2025
Q2
$222K Sell
17,122
-472
-3% -$6.08K ﹤0.01% 2035
2025
Q1
$218K Buy
17,594
+4,289
+32% +$54.9K ﹤0.01% 1916
2024
Q4
$167K Sell
13,305
-9,316
-41% -$124K ﹤0.01% 1995
2024
Q3
$291K Buy
22,621
+8,174
+57% +$108K ﹤0.01% 1622
2024
Q2
$182K Sell
14,447
-2,216
-13% -$27.9K ﹤0.01% 1806
2024
Q1
$209K Buy
+16,663
New +$220K ﹤0.01% 1763

Other funds holding TFSL