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PharVision Advisers’s TFS Financial TFSL Stock Holding History

PharVision Advisers’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 		– Sell
-11,249
Closed -$151K – 593
2025
Q4 		$151K Buy
+11,249
New +$154K 0.08% 611
2025
Q3 		– Sell
-15,742
Closed -$204K – 794
2025
Q2 		$204K Buy
15,742
+3,193
+25% +$41.1K 0.29% 201
2025
Q1 		$155K Buy
+12,549
New +$161K 0.22% 227

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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

PharVision Advisers's TFSL Position: Q1 2026 in Review

PharVision Advisers sold out of TFS Financial (TFSL) in Q1 2026, closing a stake of 11,249 shares — an estimated $151K sold.

PharVision Advisers first reported a position in TFSL in Q1 2025 and held it in 3 quarters. The position peaked at $204K in Q2 2025. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

  • PharVision Advisers reported no remaining TFS Financial position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 11,249 TFS Financial shares in Q1 2026, an estimated $151K.
  • PharVision Advisers first reported a position in TFS Financial in Q1 2025 and held it in 3 quarters.
  • PharVision Advisers's TFS Financial position peaked at $204K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.