Raymond James Financial
TFSL icon

Raymond James Financial’s TFS Financial TFSL Stock Holding History

Raymond James Financial’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 		$171K Sell
12,142
-105
-0.9% -$1.49K ﹤0.01% 4919
2025
Q4 		$164K Buy
12,247
+283
+2% +$3.88K ﹤0.01% 4834
2025
Q3 		$158K Sell
11,964
-325
-3% -$4.29K ﹤0.01% 4675
2025
Q2 		$159K Sell
12,289
-1,167
-9% -$15K ﹤0.01% 4628
2025
Q1 		$167K Sell
13,456
-2,300
-15% -$29.5K ﹤0.01% 4462
2024
Q4 		$198K Buy
+15,756
New +$210K ﹤0.01% 4407

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 $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.36B AUM 31.72% 1-Year Est. Return

Raymond James Financial's TFSL Position: Q1 2026 in Review

Raymond James Financial reduced its TFS Financial (TFSL) stake by 0.86% in Q1 2026, selling an estimated $1.49K and leaving 12,142 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #4919.

Raymond James Financial first reported a position in TFSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $198K in Q4 2024. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

  • Raymond James Financial held 12,142 shares of TFS Financial worth $171K as of Q1 2026.
  • Raymond James Financial sold 105 TFS Financial shares in Q1 2026, an estimated $1.49K.
  • TFS Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4919 holding.
  • Raymond James Financial first reported a position in TFS Financial in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's TFS Financial position peaked at $198K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.