Simplex Trading
TFSL icon

Simplex Trading’s TFS Financial TFSL Stock Holding History

Simplex Trading’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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.