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SBI Securities’s TFS Financial TFSL Stock Holding History

SBI 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
2026
Q2 		$156K Sell
8,820
-1,282
-13% -$20K ﹤0.01% 755
2026
Q1 		$142K Sell
10,102
-666
-6% -$9.42K ﹤0.01% 736
2025
Q4 		$144K Sell
10,768
-59
-0.5% -$808 ﹤0.01% 725
2025
Q3 		$143K Sell
10,827
-413
-4% -$5.46K ﹤0.01% 733
2025
Q2 		$146K Buy
11,240
+265
+2% +$3.41K ﹤0.01% 682
2025
Q1 		$136K Buy
10,975
+475
+5% +$6.08K ﹤0.01% 645
2024
Q4 		$132K Buy
+10,500
New +$140K ﹤0.01% 671

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

SBI Securities's TFSL Position: Q2 2026 in Review

SBI Securities reduced its TFS Financial (TFSL) stake by 13% in Q2 2026, selling an estimated $20K and leaving 8,820 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

SBI Securities 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.

  • SBI Securities held 8,820 shares of TFS Financial worth $156K as of Q2 2026.
  • SBI Securities sold 1,282 TFS Financial shares in Q2 2026, an estimated $20K.
  • TFS Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #755 holding.
  • SBI Securities 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 SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.