MYIA
TFSL icon

Mount Yale Investment Advisors’s TFS Financial TFSL Stock Holding History

Mount Yale Investment Advisors’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
-42
Closed -$544 – 1510
2025
Q2 		$544 Buy
+42
New +$541 ﹤0.01% 1415

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
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
CRM
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

Mount Yale Investment Advisors's TFSL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of TFS Financial (TFSL) in Q3 2025, closing a stake of 42 shares — an estimated $544 sold.

Mount Yale Investment Advisors first reported a position in TFSL in Q2 2025 and held it in 1 quarter. The position peaked at $544 in Q2 2025. 185 funds tracked by Wall St. Rank hold TFSL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining TFS Financial position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 42 TFS Financial shares in Q3 2025, an estimated $544.
  • Mount Yale Investment Advisors first reported a position in TFS Financial in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's TFS Financial position peaked at $544 in Q2 2025.
  • 185 funds tracked by Wall St. Rank held TFS Financial as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.