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Oppenheimer Asset Management’s TFS Financial TFSL Stock Holding History

Oppenheimer Asset 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
2026
Q2 		$244K Sell
13,795
-308
-2% -$4.8K ﹤0.01% 1042
2026
Q1 		$198K Buy
14,103
+1,315
+10% +$18.6K ﹤0.01% 1067
2025
Q4 		$171K Sell
12,788
-19,841
-61% -$272K ﹤0.01% 1036
2025
Q3 		$430K Sell
32,629
-2,611
-7% -$34.5K ﹤0.01% 933
2025
Q2 		$456K Buy
35,240
+2,519
+8% +$32.4K 0.01% 902
2025
Q1 		$405K Buy
32,721
+7,122
+28% +$91.2K 0.01% 900
2024
Q4 		$322K Buy
25,599
+6,976
+37% +$92.8K ﹤0.01% 965
2024
Q3 		$239K Sell
18,623
-253
-1% -$3.33K ﹤0.01% 1049
2024
Q2 		$238K Buy
18,876
+8,101
+75% +$102K ﹤0.01% 1034
2024
Q1 		$135K Sell
10,775
-5,459
-34% -$72.2K ﹤0.01% 1056
2023
Q4 		$238K Buy
16,234
+4,911
+43% +$63.5K ﹤0.01% 1050
2023
Q3 		$134K Buy
+11,323
New +$152K ﹤0.01% 1107
2017
Q4 		– Sell
-2,758
Closed -$44K – 1445
2017
Q3 		$44K Buy
2,758
+394
+17% +$6.1K ﹤0.01% 1399
2017
Q2 		$37K Buy
2,364
+861
+57% +$13.9K ﹤0.01% 1407
2017
Q1 		$25K Buy
+1,503
New +$26.3K ﹤0.01% 1452

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

Oppenheimer Asset Management's TFSL Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its TFS Financial (TFSL) stake by 2.2% in Q2 2026, selling an estimated $4.8K and leaving 13,795 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Oppenheimer Asset Management first reported a position in TFSL in Q1 2017 and has held it in 15 quarters since. The position peaked at $456K in Q2 2025. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Oppenheimer Asset Management held 13,795 shares of TFS Financial worth $244K as of Q2 2026.
  • Oppenheimer Asset Management sold 308 TFS Financial shares in Q2 2026, an estimated $4.8K.
  • TFS Financial made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1042 holding.
  • Oppenheimer Asset Management first reported a position in TFS Financial in Q1 2017 and has held it in 15 quarters since.
  • Oppenheimer Asset Management's TFS Financial position peaked at $456K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.