Rockefeller Capital Management
TFSL icon

Rockefeller Capital Management’s TFS Financial TFSL Stock Holding History

Rockefeller 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
2026
Q2 		$25K Sell
1,413
-840
-37% -$13.1K ﹤0.01% 3667
2026
Q1 		$31.7K Buy
2,253
+1,149
+104% +$16.2K ﹤0.01% 3490
2025
Q4 		$14.8K Sell
1,104
-104
-9% -$1.42K ﹤0.01% 3645
2025
Q3 		$15.9K Buy
+1,208
New +$16K ﹤0.01% 3452

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State Street
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LCM
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Bank of New York Mellon
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CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Rockefeller Capital Management's TFSL Position: Q2 2026 in Review

Rockefeller Capital Management reduced its TFS Financial (TFSL) stake by 37% in Q2 2026, selling an estimated $13.1K and leaving 1,413 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

Rockefeller Capital Management first reported a position in TFSL in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.7K in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Rockefeller Capital Management held 1,413 shares of TFS Financial worth $25K as of Q2 2026.
  • Rockefeller Capital Management sold 840 TFS Financial shares in Q2 2026, an estimated $13.1K.
  • TFS Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3667 holding.
  • Rockefeller Capital Management first reported a position in TFS Financial in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's TFS Financial position peaked at $31.7K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.