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 		$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

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.