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Orion Portfolio Solutions’s TFS Financial TFSL Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$251K Buy
+20,221
New +$259K ﹤0.01% 1706
2020
Q3 		– Sell
-246
Closed -$4K – 1877
2020
Q2 		$4K Sell
246
-804
-77% -$11.6K ﹤0.01% 1585
2020
Q1 		$16K Sell
1,050
-1,228
-54% -$24.1K ﹤0.01% 916
2019
Q4 		$45K Buy
+2,278
New +$44K ﹤0.01% 574

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 $72.6B AUM 54.88% 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 $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Orion Portfolio Solutions's TFSL Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in TFS Financial (TFSL) in Q1 2025: 20,221 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1706 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in TFSL as recently as Q2 2020.

Orion Portfolio Solutions first reported a position in TFSL in Q4 2019 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold TFSL as of Q1 2025.

  • Orion Portfolio Solutions held 20,221 shares of TFS Financial worth $251K as of Q1 2025.
  • TFS Financial was a new Orion Portfolio Solutions position in Q1 2025.
  • TFS Financial made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1706 holding.
  • Orion Portfolio Solutions first reported a position in TFS Financial in Q4 2019 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held TFS Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.