Simplex Trading’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $427K | Buy |
+30,423
| New | +$430K | ﹤0.01% | 3455 |
|
|
2025
Q4 | – | Sell |
-638
| Closed | -$8.74K | – | 10050 |
|
|
2025
Q3 | $8K | Buy |
+638
| New | +$8.43K | ﹤0.01% | 8058 |
|
|
2025
Q2 | – | Sell |
-983
| Closed | -$12.7K | – | 9723 |
|
|
2025
Q1 | $12K | Sell |
983
-717
| -42% | -$9.18K | ﹤0.01% | 6999 |
|
|
2024
Q4 | $21K | Buy |
+1,700
| New | +$22.6K | ﹤0.01% | 6655 |
|
|
2024
Q3 | – | Sell |
-1,370
| Closed | -$18K | – | 9571 |
|
|
2024
Q2 | $17K | Buy |
+1,370
| New | +$17.2K | ﹤0.01% | 7052 |
|
|
2023
Q4 | – | Sell |
-1,479
| Closed | -$19.1K | – | 9818 |
|
|
2023
Q3 | $17K | Buy |
1,479
+1,020
| +222% | +$13.7K | ﹤0.01% | 6775 |
|
|
2023
Q2 | $5K | Sell |
459
-5,519
| -92% | -$66.9K | ﹤0.01% | 7962 |
|
|
2023
Q1 | $75K | Buy |
+5,978
| New | +$83.5K | ﹤0.01% | 5482 |
|
|
2022
Q4 | – | Sell |
-1,335
| Closed | -$18.2K | – | 10424 |
|
|
2022
Q3 | $17K | Sell |
1,335
-2,242
| -63% | -$31.8K | ﹤0.01% | 7707 |
|
|
2022
Q2 | $49K | Sell |
3,577
-4,519
| -56% | -$66.5K | ﹤0.01% | 6520 |
|
|
2022
Q1 | $134K | Buy |
8,096
+6,992
| +633% | +$120K | ﹤0.01% | 5728 |
|
|
2021
Q4 | $19K | Buy |
+1,104
| New | +$21.1K | ﹤0.01% | 8428 |
|
|
2021
Q2 | – | Sell |
-9,646
| Closed | -$201K | – | 10704 |
|
|
2021
Q1 | $196K | Buy |
+9,646
| New | +$188K | ﹤0.01% | 4778 |
|
|
2020
Q3 | – | Sell |
-8,984
| Closed | -$131K | – | 8508 |
|
|
2020
Q2 | $128K | Sell |
8,984
-706
| -7% | -$10.2K | ﹤0.01% | 4532 |
|
|
2020
Q1 | $147K | Buy |
9,690
+9,164
| +1,742% | +$180K | ﹤0.01% | 3943 |
|
|
2019
Q4 | $10K | Sell |
526
-511
| -49% | -$9.86K | ﹤0.01% | 6395 |
|
|
2019
Q3 | $18K | Buy |
+1,037
| New | +$18.6K | ﹤0.01% | 5900 |
|
|
2019
Q2 | – | Sell |
-94
| Closed | -$1.6K | – | 7776 |
|
|
2019
Q1 | $1K | Buy |
94
+10
| +12% | +$167 | ﹤0.01% | 6938 |
|
|
2018
Q4 | $1K | Sell |
84
-2,224
| -96% | -$34.1K | ﹤0.01% | 6791 |
|
|
2018
Q3 | $34K | Sell |
2,308
-980
| -30% | -$15.3K | ﹤0.01% | 5529 |
|
|
2018
Q2 | $51K | Buy |
3,288
+2,665
| +428% | +$41.2K | ﹤0.01% | 5040 |
|
|
2018
Q1 | $9K | Buy |
+623
| New | +$9.33K | ﹤0.01% | 4152 |
|
|
2017
Q3 | – | Sell |
-437
| Closed | -$6K | – | 6632 |
|
|
2017
Q2 | $6K | Sell |
437
-278
| -39% | -$4.49K | ﹤0.01% | 4466 |
|
|
2017
Q1 | $11K | Sell |
715
-1,379
| -66% | -$24.1K | ﹤0.01% | 3903 |
|
|
2016
Q4 | $39K | Buy |
+2,094
| New | +$38.6K | ﹤0.01% | 2406 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM
Simplex Trading's TFSL Position: Q1 2026 in Review
Simplex Trading opened a new position in TFS Financial (TFSL) in Q1 2026: 30,423 shares worth $427K. The stake represents ﹤0.01% of the portfolio and ranks #3455 among its holdings. This is a return to the name: Simplex Trading previously reported a position in TFSL as recently as Q3 2025.
Simplex Trading first reported a position in TFSL in Q4 2016 and has held it in 25 quarters since. 216 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.
- Simplex Trading held 30,423 shares of TFS Financial worth $427K as of Q1 2026.
- TFS Financial was a new Simplex Trading position in Q1 2026.
- TFS Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3455 holding.
- Simplex Trading first reported a position in TFS Financial in Q4 2016 and has held it in 25 quarters since.
- 216 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.