Nisa Investment Advisors
TFSL icon

Nisa Investment Advisors’s TFS Financial TFSL Stock Holding History

Nisa 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
2026
Q2 		$314K Sell
17,707
-1,997
-10% -$31.1K ﹤0.01% 1100
2026
Q1 		$277K Buy
19,704
+19,560
+13,583% +$277K ﹤0.01% 1111
2025
Q4 		$1.93K Sell
144
-23,512
-99% -$322K ﹤0.01% 2613
2025
Q3 		$312K Buy
23,656
+3,096
+15% +$40.9K ﹤0.01% 1149
2025
Q2 		$266K Buy
20,560
+9,560
+87% +$123K ﹤0.01% 1145
2025
Q1 		$136K Buy
11,000
+6,400
+139% +$82K ﹤0.01% 1322
2024
Q4 		$57.8K Sell
4,600
-8,000
-63% -$106K ﹤0.01% 1646
2024
Q3 		$162K Buy
12,600
+7,000
+125% +$92.2K ﹤0.01% 1326
2024
Q2 		$70.7K Sell
5,600
-14,900
-73% -$187K ﹤0.01% 1562
2024
Q1 		$257K Buy
20,500
+10,500
+105% +$139K ﹤0.01% 1250
2023
Q4 		$147K Buy
+10,000
New +$129K ﹤0.01% 1351
2023
Q3 		– Sell
-16,000
Closed -$201K – 2831
2023
Q2 		$201K Buy
16,000
+3,800
+31% +$46.1K ﹤0.01% 1332
2023
Q1 		$154K Buy
12,200
+6,200
+103% +$86.6K ﹤0.01% 1367
2022
Q4 		$86K Hold
6,000
– – ﹤0.01% 1604
2022
Q3 		$78K Sell
6,000
-14,000
-70% -$198K ﹤0.01% 1588
2022
Q2 		$275K Buy
20,000
+6,000
+43% +$88.3K ﹤0.01% 1221
2022
Q1 		$232K Buy
+14,000
New +$241K ﹤0.01% 1323
2021
Q3 		– Sell
-5,500
Closed -$112K – 2330
2021
Q2 		$112K Buy
+5,500
New +$114K ﹤0.01% 1638
2020
Q3 		– Sell
-10,000
Closed -$143K – 2267
2020
Q2 		$143K Buy
+10,000
New +$144K ﹤0.01% 1358
2020
Q1 		– Sell
-4,100
Closed -$81K – 2130
2019
Q4 		$81K Buy
+4,100
New +$79.1K ﹤0.01% 1468
2019
Q2 		– Sell
-1,550
Closed -$26K – 2043
2019
Q1 		$26K Buy
+1,550
New +$25.9K ﹤0.01% 1592

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

Nisa Investment Advisors's TFSL Position: Q2 2026 in Review

Nisa Investment Advisors reduced its TFS Financial (TFSL) stake by 10% in Q2 2026, selling an estimated $31.1K and leaving 17,707 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Nisa Investment Advisors first reported a position in TFSL in Q1 2019 and has held it in 21 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Nisa Investment Advisors held 17,707 shares of TFS Financial worth $314K as of Q2 2026.
  • Nisa Investment Advisors sold 1,997 TFS Financial shares in Q2 2026, an estimated $31.1K.
  • TFS Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1100 holding.
  • Nisa Investment Advisors first reported a position in TFS Financial in Q1 2019 and has held it in 21 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.