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 | $1.77K | Sell |
100
-100
| -50% | -$1.56K | ﹤0.01% | 8685 |
|
|
2026
Q1 | $2.81K | Buy |
+200
| New | +$2.83K | ﹤0.01% | 8219 |
|
|
2025
Q4 | – | Sell |
-1,300
| Closed | -$17K | – | 10051 |
|
|
2025
Q3 | $17K | Sell |
1,300
-500
| -28% | -$6.61K | ﹤0.01% | 7495 |
|
|
2025
Q2 | $23K | Sell |
1,800
-300
| -14% | -$3.86K | ﹤0.01% | 6660 |
|
|
2025
Q1 | $26K | Buy |
2,100
+1,400
| +200% | +$17.9K | ﹤0.01% | 6380 |
|
|
2024
Q4 | $8K | Buy |
+700
| New | +$9.32K | ﹤0.01% | 7366 |
|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$15K | – | 9572 |
|
|
2024
Q2 | $15K | Buy |
+1,200
| New | +$15.1K | ﹤0.01% | 7147 |
|
|
2024
Q1 | – | Sell |
-900
| Closed | -$13K | – | 9882 |
|
|
2023
Q4 | $13K | Sell |
900
-700
| -44% | -$9.05K | ﹤0.01% | 7264 |
|
|
2023
Q3 | $18K | Sell |
1,600
-3,100
| -66% | -$41.5K | ﹤0.01% | 6722 |
|
|
2023
Q2 | $59K | Sell |
4,700
-1,600
| -25% | -$19.4K | ﹤0.01% | 5676 |
|
|
2023
Q1 | $79K | Buy |
6,300
+5,000
| +385% | +$69.8K | ﹤0.01% | 5433 |
|
|
2022
Q4 | $18K | Sell |
1,300
-1,600
| -55% | -$21.9K | ﹤0.01% | 6994 |
|
|
2022
Q3 | $37K | Sell |
2,900
-2,000
| -41% | -$28.4K | ﹤0.01% | 6826 |
|
|
2022
Q2 | $67K | Sell |
4,900
-4,900
| -50% | -$72.1K | ﹤0.01% | 6107 |
|
|
2022
Q1 | $162K | Buy |
9,800
+1,000
| +11% | +$17.2K | ﹤0.01% | 5458 |
|
|
2021
Q4 | $157K | Buy |
8,800
+1,100
| +14% | +$21K | ﹤0.01% | 5533 |
|
|
2021
Q3 | $156K | Hold |
7,700
| – | – | ﹤0.01% | 5989 |
|
|
2021
Q2 | $156K | Buy |
7,700
+7,610
| +8,456% | +$158K | ﹤0.01% | 6082 |
|
|
2021
Q1 | $183K | Buy |
90
+48
| +114% | +$935 | ﹤0.01% | 4882 |
|
|
2020
Q4 | $74K | Buy |
42
+28
| +200% | +$466 | ﹤0.01% | 5749 |
|
|
2020
Q3 | $20K | Buy |
14
+12
| +600% | +$175 | ﹤0.01% | 6373 |
|
|
2020
Q2 | $2K | Buy |
+2
| New | +$29 | ﹤0.01% | 7280 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$135K | – | 7886 |
|
|
2019
Q2 | $135K | Buy |
75
+69
| +1,150% | +$1.18K | ﹤0.01% | 3884 |
|
|
2019
Q1 | $9K | Hold |
6
| – | – | ﹤0.01% | 6228 |
|
|
2018
Q4 | $9K | Buy |
6
+5
| +500% | +$77 | ﹤0.01% | 5921 |
|
|
2018
Q3 | $1K | Buy |
+1
| New | +$16 | ﹤0.01% | 7231 |
|
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.