Prelude Capital Management’s TFS Financial TFSL Stock Holding History

Prelude Capital Management’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	–	Sell	-10,607	Closed	-$133K	–	1523
2024 Q4	$133K	Buy	+10,607	New	+$141K	0.01%	1063
2017 Q3	–	Sell	-800	Closed	-$12K	–	1894
2017 Q2	$12K	Buy	+800	New	+$12.9K	﹤0.01%	1364
2017 Q1	–	Sell	-500	Closed	-$10K	–	1766
2016 Q4	$10K	Buy	+500	New	+$9.21K	﹤0.01%	1379
2016 Q3	–	Sell	-800	Closed	-$14K	–	1815
2016 Q2	$14K	Buy	+800	New	+$14.3K	﹤0.01%	1356
2014 Q3	–	Sell	-3,000	Closed	-$43K	–	2112
2014 Q2	$43K	Buy	+3,000	New	+$40.3K	0.01%	1422
2013 Q4	–	Sell	-600	Closed	-$7K	–	1910
2013 Q3	$7K	Buy	+600	New	+$6.91K	﹤0.01%	1380

Other funds holding TFSL

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

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

BlackRock New York $5.72T AUM 30.48% 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

CRM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Prelude Capital Management's TFSL Position: Q1 2025 in Review

Prelude Capital Management sold out of TFS Financial (TFSL) in Q1 2025, closing a stake of 10,607 shares — an estimated $133K sold.

Prelude Capital Management first reported a position in TFSL in Q3 2013 and held it in 6 quarters. The position peaked at $133K in Q4 2024. 188 funds tracked by Wall St. Rank hold TFSL as of Q1 2025.

Prelude Capital Management reported no remaining TFS Financial position as of Q1 2025 after selling out during the quarter.
Prelude Capital Management sold 10,607 TFS Financial shares in Q1 2025, an estimated $133K.
Prelude Capital Management first reported a position in TFS Financial in Q3 2013 and held it in 6 quarters.
Prelude Capital Management's TFS Financial position peaked at $133K in Q4 2024.
188 funds tracked by Wall St. Rank held TFS Financial as of Q1 2025.

Based on Prelude Capital Management's 13F filing for Q1 2025, filed 15 May 2025.