Pathstone Holdings
TFSL icon

Pathstone Holdings’s TFS Financial TFSL Stock Holding History

Pathstone Holdings’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
Q1 		$3.15M Sell
224,189
-13,063
-6% -$185K 0.01% 788
2025
Q4 		$3.17M Sell
237,252
-9,298
-4% -$127K 0.01% 786
2025
Q3 		$3.25M Buy
246,550
+15,306
+7% +$202K 0.01% 754
2025
Q2 		$2.99M Sell
231,244
-9,050
-4% -$117K 0.01% 767
2025
Q1 		$2.98M Buy
240,294
+4,627
+2% +$59.3K 0.01% 768
2024
Q4 		$2.96M Buy
235,667
+72,359
+44% +$963K 0.01% 771
2024
Q3 		$2.1M Buy
163,308
+41,930
+35% +$552K 0.01% 944
2024
Q2 		$1.53M Sell
121,378
-3,571
-3% -$44.9K 0.01% 1059
2024
Q1 		$1.57M Buy
124,949
+19,084
+18% +$252K 0.01% 1031
2023
Q4 		$1.56M Buy
+105,865
New +$1.37M 0.01% 832

Other funds holding TFSL

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LCM
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State Street
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VCM
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Mirae Asset Global ETFs Holdings
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return