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Principal Securities’s TFS Financial TFSL Stock Holding History

Principal Securities’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
Q4 		– Sell
-174
Closed -$2.29K – 3295
2025
Q3 		$2.29K Sell
174
-3,076
-95% -$40.7K ﹤0.01% 3197
2025
Q2 		$42.1K Buy
3,250
+3,214
+8,928% +$41.4K ﹤0.01% 1967
2025
Q1 		$452 Hold
36
– – ﹤0.01% 3373
2024
Q4 		$452 Sell
36
-196
-84% -$2.61K ﹤0.01% 3368
2024
Q3 		$2.98K Buy
+232
New +$3.06K ﹤0.01% 2834

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return