OQS
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Occudo Quantitative Strategies’s TFS Financial TFSL Stock Holding History

Occudo Quantitative Strategies’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 		$3.91M Buy
220,402
+115,964
+111% +$1.81M 0.21% 149
2026
Q1 		$1.57M Buy
104,438
+19,631
+23% +$278K 0.09% 318
2025
Q4 		$1.13M Buy
+84,807
New +$1.16M 0.08% 295
2025
Q2 		– Sell
-18,559
Closed -$228K – 887
2025
Q1 		$228K Buy
18,559
+269
+1% +$3.45K 0.03% 532
2024
Q4 		$230K Buy
+18,290
New +$243K 0.04% 527
2024
Q1 		– Sell
-25,330
Closed -$372K – 1027
2023
Q4 		$372K Sell
25,330
-5,675
-18% -$73.4K 0.05% 476
2023
Q3 		$366K Buy
31,005
+12,091
+64% +$162K 0.05% 599
2023
Q2 		$238K Sell
18,914
-1,233
-6% -$14.9K 0.02% 802
2023
Q1 		$254K Sell
20,147
-15,213
-43% -$212K 0.02% 692
2022
Q4 		$510K Buy
+35,360
New +$483K 0.06% 492
2022
Q3 		– Sell
-29,276
Closed -$402K – 1411
2022
Q2 		$402K Buy
29,276
+520
+2% +$7.65K 0.03% 702
2022
Q1 		$477K Buy
28,756
+13,804
+92% +$237K 0.04% 667
2021
Q4 		$267K Buy
+14,952
New +$285K 0.02% 804

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

Occudo Quantitative Strategies's TFSL Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its TFS Financial (TFSL) stake by 111% in Q2 2026, buying an estimated $1.81M and bringing the position to 220,402 shares worth $3.91M. The position accounts for 0.21% of the portfolio, ranked #149.

Occudo Quantitative Strategies first reported a position in TFSL in Q4 2021 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Occudo Quantitative Strategies held 220,402 shares of TFS Financial worth $3.91M as of Q2 2026.
  • Occudo Quantitative Strategies bought 115,964 TFS Financial shares in Q2 2026, an estimated $1.81M.
  • TFS Financial made up 0.21% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #149 holding.
  • Occudo Quantitative Strategies first reported a position in TFS Financial in Q4 2021 and has held it in 13 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.