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Naples Money Management’s TFS Financial TFSL Stock Holding History

Naples Money 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
2024
Q3 		$19.3K Hold
1,500
– – 0.02% 133
2024
Q2 		$18.7K Hold
1,500
– – 0.02% 128
2024
Q1 		$18.8K Hold
1,500
– – 0.02% 143
2023
Q4 		$22K Buy
+1,500
New +$19.4K 0.02% 134

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Naples Money Management's TFSL Position: Q3 2024 in Review

Naples Money Management held its TFS Financial (TFSL) position steady in Q3 2024 at 1,500 shares worth $19.3K. The position accounts for 0.02% of the portfolio, ranked #133.

Naples Money Management first reported a position in TFSL in Q4 2023 and has held it in 4 quarters since. The position peaked at $22K in Q4 2023. 167 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • Naples Money Management held 1,500 shares of TFS Financial worth $19.3K as of Q3 2024.
  • Naples Money Management left its TFS Financial share count unchanged in Q3 2024.
  • TFS Financial made up 0.02% of Naples Money Management's portfolio in Q3 2024, its #133 holding.
  • Naples Money Management first reported a position in TFS Financial in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's TFS Financial position peaked at $22K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.