Paloma Partners’s TFS Financial TFSL Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-19,597	Closed	-$252K	–	1008
2024 Q3	$252K	Buy	+19,597	New	+$258K	0.01%	891
2018 Q3	–	Sell	-10,674	Closed	-$169K	–	1933
2018 Q2	$169K	Buy	+10,674	New	+$165K	﹤0.01%	1495
2017 Q3	–	Sell	-13,228	Closed	-$205K	–	2420
2017 Q2	$205K	Buy	+13,228	New	+$214K	﹤0.01%	1983
2016 Q3	–	Sell	-19,149	Closed	-$330K	–	2125
2016 Q2	$330K	Buy	+19,149	New	+$341K	﹤0.01%	1723
2015 Q4	–	Sell	-28,378	Closed	-$490K	–	1915
2015 Q3	$490K	Buy	28,378 +16,178	+133%	+$274K	0.01%	1039
2015 Q2	$205K	Buy	+12,200	New	+$183K	﹤0.01%	1546
2014 Q4	–	Sell	-26,416	Closed	-$378K	–	1362
2014 Q3	$378K	Buy	+26,416	New	+$370K	0.02%	636

Other funds holding TFSL

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

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

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

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

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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paloma Partners's TFSL Position: Q4 2024 in Review

Paloma Partners sold out of TFS Financial (TFSL) in Q4 2024, closing a stake of 19,597 shares — an estimated $252K sold.

Paloma Partners first reported a position in TFSL in Q3 2014 and held it in 7 quarters. The position peaked at $490K in Q3 2015. 175 funds tracked by Wall St. Rank hold TFSL as of Q4 2024.

Paloma Partners reported no remaining TFS Financial position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 19,597 TFS Financial shares in Q4 2024, an estimated $252K.
Paloma Partners first reported a position in TFS Financial in Q3 2014 and held it in 7 quarters.
Paloma Partners's TFS Financial position peaked at $490K in Q3 2015.
175 funds tracked by Wall St. Rank held TFS Financial as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.