SIC
TFSL icon

Sage Investment Counsel’s TFS Financial TFSL Stock Holding History

Sage Investment Counsel’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 		$2.07M Buy
116,998
+77
+0.1% +$1.2K 2.08% 9
2026
Q1 		$1.64M Buy
116,921
+93
+0.1% +$1.31K 1.82% 12
2025
Q4 		$1.56M Buy
116,828
+90
+0.1% +$1.23K 1.72% 15
2025
Q3 		$1.54M Buy
116,738
+91
+0.1% +$1.2K 1.7% 15
2025
Q2 		$1.51M Buy
116,647
+2,093
+2% +$27K 1.75% 13
2025
Q1 		$1.42M Buy
114,554
+6,694
+6% +$85.7K 1.8% 10
2024
Q4 		$1.35M Buy
+107,860
New +$1.44M 1.77% 10

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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
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

Sage Investment Counsel's TFSL Position: Q2 2026 in Review

Sage Investment Counsel increased its TFS Financial (TFSL) stake by 0.07% in Q2 2026, buying an estimated $1.2K and bringing the position to 116,998 shares worth $2.07M. The position accounts for 2.08% of the portfolio, ranked #9.

Sage Investment Counsel first reported a position in TFSL in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Sage Investment Counsel held 116,998 shares of TFS Financial worth $2.07M as of Q2 2026.
  • Sage Investment Counsel bought 77 TFS Financial shares in Q2 2026, an estimated $1.2K.
  • TFS Financial made up 2.08% of Sage Investment Counsel's portfolio in Q2 2026, its #9 holding.
  • Sage Investment Counsel first reported a position in TFS Financial in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.