Rothschild Investment LLC’s TFS Financial TFSL Stock Holding History

Rothschild Investment LLC’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	$1.86K	Buy	105 +78	+289%	+$1.22K	﹤0.01%	2790
2026 Q1	$379	Sell	27 -8	-23%	-$113	﹤0.01%	3198
2025 Q4	$468	Buy	+35	New	+$479	﹤0.01%	2943
2025 Q3	–	Sell	-8	Closed	-$104	–	3244
2025 Q2	$104	Buy	+8	New	+$103	﹤0.01%	2987
2025 Q1	–	Sell	-46	Closed	-$578	–	3088
2024 Q4	$578	Buy	+46	New	+$612	﹤0.01%	2477

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Rothschild Investment LLC's TFSL Position: Q2 2026 in Review

Rothschild Investment LLC increased its TFS Financial (TFSL) stake by 289% in Q2 2026, buying an estimated $1.22K and bringing the position to 105 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

Rothschild Investment LLC first reported a position in TFSL in Q4 2024 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Rothschild Investment LLC held 105 shares of TFS Financial worth $1.86K as of Q2 2026.
Rothschild Investment LLC bought 78 TFS Financial shares in Q2 2026, an estimated $1.22K.
TFS Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2790 holding.
Rothschild Investment LLC first reported a position in TFS Financial in Q4 2024 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.