PS
TSBK icon

Planned Solutions’s Timberland Bancorp TSBK Stock Holding History

Planned Solutions’s Portfolio TSBK Stock Details TSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$30.3K – 583
2024
Q3 		$30.3K Buy
+1,000
New +$29.2K 0.01% 355
2024
Q1 		– Sell
-1,000
Closed -$31.5K – 505
2023
Q4 		$31.5K Buy
+1,000
New +$29.2K 0.01% 338
2021
Q1 		– Sell
-1,024
Closed -$25K – 375
2020
Q4 		$25K Hold
1,024
– – 0.02% 267
2020
Q3 		$18K Buy
+1,024
New +$17.7K 0.02% 224

Other funds holding TSBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Planned Solutions's TSBK Position: Q4 2024 in Review

Planned Solutions sold out of Timberland Bancorp (TSBK) in Q4 2024, closing a stake of 1,000 shares — an estimated $30.3K sold.

Planned Solutions first reported a position in TSBK in Q3 2020 and held it in 4 quarters. The position peaked at $31.5K in Q4 2023. 84 funds tracked by Wall St. Rank hold TSBK as of Q4 2024.

  • Planned Solutions reported no remaining Timberland Bancorp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,000 Timberland Bancorp shares in Q4 2024, an estimated $30.3K.
  • Planned Solutions first reported a position in Timberland Bancorp in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Timberland Bancorp position peaked at $31.5K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Timberland Bancorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.