Next Financial Group’s TFS Financial TFSL Stock Holding History

Next Financial Group’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
2021 Q4	$260K	Buy	14,534 +4,172	+40%	+$79.6K	0.02%	796
2021 Q3	$198K	Buy	10,362 +5,562	+116%	+$109K	0.02%	838
2021 Q2	$97K	Buy	4,800 +1,303	+37%	+$27.1K	0.01%	1133
2021 Q1	$71K	Buy	3,497 +726	+26%	+$14.1K	0.01%	1148
2020 Q4	$49K	Buy	2,771 +671	+32%	+$11.2K	﹤0.01%	1206
2020 Q3	$31K	Buy	+2,100	New	+$30.6K	﹤0.01%	1256
2020 Q2	–	Sell	-600	Closed	-$9K	–	1770
2020 Q1	$9K	Sell	600 -20,411	-97%	-$400K	﹤0.01%	1568
2019 Q4	$413K	Buy	21,011 +4,510	+27%	+$87.1K	0.04%	414
2019 Q3	$297K	Sell	16,501 -4,407	-21%	-$79K	0.03%	505
2019 Q2	$378K	Sell	20,908 -1,334	-6%	-$22.8K	0.04%	427
2019 Q1	$366K	Buy	+22,242	New	+$372K	0.09%	200
2017 Q1	–	Sell	-550	Closed	-$10K	–	2262
2016 Q4	$10K	Hold	550	–	–	﹤0.01%	1666
2016 Q3	$10K	Buy	+550	New	+$9.88K	﹤0.01%	1659
2014 Q4	–	Sell	-550	Closed	-$8K	–	2335
2014 Q3	$8K	Buy	+550	New	+$7.7K	﹤0.01%	1878

Other funds holding TFSL

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

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

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's TFSL Position: Q4 2021 in Review

Next Financial Group increased its TFS Financial (TFSL) stake by 40% in Q4 2021, buying an estimated $79.6K and bringing the position to 14,534 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #796.

Next Financial Group first reported a position in TFSL in Q3 2014 and has held it in 14 quarters since. The position peaked at $413K in Q4 2019. 136 funds tracked by Wall St. Rank hold TFSL as of Q4 2021.

Next Financial Group held 14,534 shares of TFS Financial worth $260K as of Q4 2021.
Next Financial Group bought 4,172 TFS Financial shares in Q4 2021, an estimated $79.6K.
TFS Financial made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #796 holding.
Next Financial Group first reported a position in TFS Financial in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's TFS Financial position peaked at $413K in Q4 2019.
136 funds tracked by Wall St. Rank held TFS Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.