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
Q2 | $168K | Buy |
9,500
+5,500
| +138% | +$85.8K | ﹤0.01% | 4925 |
|
|
2026
Q1 | $56.2K | Buy |
4,000
+3,100
| +344% | +$43.8K | ﹤0.01% | 5743 |
|
|
2025
Q4 | $12K | Buy |
+900
| New | +$12.3K | ﹤0.01% | 6874 |
|
|
2025
Q3 | – | Sell |
-16,700
| Closed | -$216K | – | 10066 |
|
|
2025
Q2 | $216K | Buy |
16,700
+15,600
| +1,418% | +$201K | ﹤0.01% | 4426 |
|
|
2025
Q1 | $13K | Buy |
+1,100
| New | +$14.1K | ﹤0.01% | 6939 |
|
|
2024
Q4 | – | Sell |
-10,800
| Closed | -$138K | – | 9618 |
|
|
2024
Q3 | $138K | Sell |
10,800
-1,200
| -10% | -$15.8K | ﹤0.01% | 4902 |
|
|
2024
Q2 | $151K | Sell |
12,000
-3,500
| -23% | -$44K | ﹤0.01% | 4934 |
|
|
2024
Q1 | $194K | Buy |
15,500
+1,100
| +8% | +$14.6K | ﹤0.01% | 4898 |
|
|
2023
Q4 | $211K | Buy |
14,400
+14,100
| +4,700% | +$182K | ﹤0.01% | 4638 |
|
|
2023
Q3 | $3K | Sell |
300
-7,500
| -96% | -$100K | ﹤0.01% | 7960 |
|
|
2023
Q2 | $98K | Buy |
7,800
+3,800
| +95% | +$46.1K | ﹤0.01% | 5110 |
|
|
2023
Q1 | $50K | Buy |
4,000
+2,600
| +186% | +$36.3K | ﹤0.01% | 5934 |
|
|
2022
Q4 | $20K | Buy |
1,400
+800
| +133% | +$10.9K | ﹤0.01% | 6890 |
|
|
2022
Q3 | $7K | Sell |
600
-5,700
| -90% | -$80.8K | ﹤0.01% | 8567 |
|
|
2022
Q2 | $86K | Buy |
6,300
+3,000
| +91% | +$44.1K | ﹤0.01% | 5774 |
|
|
2022
Q1 | $54K | Sell |
3,300
-25,000
| -88% | -$430K | ﹤0.01% | 7029 |
|
|
2021
Q4 | $505K | Sell |
28,300
-3,700
| -12% | -$70.6K | ﹤0.01% | 3795 |
|
|
2021
Q3 | $648K | Hold |
32,000
| – | – | ﹤0.01% | 3712 |
|
|
2021
Q2 | $649K | Buy |
32,000
+31,897
| +30,968% | +$664K | ﹤0.01% | 3758 |
|
|
2021
Q1 | $209K | Sell |
103
-126
| -55% | -$2.46K | ﹤0.01% | 4676 |
|
|
2020
Q4 | $403K | Buy |
229
+36
| +19% | +$599 | ﹤0.01% | 3710 |
|
|
2020
Q3 | $283K | Buy |
193
+167
| +642% | +$2.43K | ﹤0.01% | 3671 |
|
|
2020
Q2 | $37K | Hold |
26
| – | – | ﹤0.01% | 5758 |
|
|
2020
Q1 | $39K | Buy |
26
+15
| +136% | +$294 | ﹤0.01% | 5402 |
|
|
2019
Q4 | $21K | Buy |
+11
| New | +$212 | ﹤0.01% | 5924 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$3K | – | 7885 |
|
|
2019
Q2 | $3K | Buy |
+2
| New | +$34 | ﹤0.01% | 6666 |
|
|
2016
Q2 | – | Sell |
-15
| Closed | -$1K | – | 6439 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$256 | ﹤0.01% | 5243 |
|
Other funds holding TFSL
LCM
CRM
Simplex Trading's TFSL Position: Q2 2026 in Review
Simplex Trading sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 30,423 shares — an estimated $474K sold.
Simplex Trading first reported a position in TFSL in Q4 2016 and held it in 25 quarters. The position peaked at $427K in Q1 2026. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.
- Simplex Trading reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
- Simplex Trading sold 30,423 TFS Financial shares in Q2 2026, an estimated $474K.
- Simplex Trading first reported a position in TFS Financial in Q4 2016 and held it in 25 quarters.
- Simplex Trading's TFS Financial position peaked at $427K in Q1 2026.
- 236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.