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Steward Financial Group’s TFS Financial TFSL Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+108
New +$1.45K ﹤0.01% 1262
2023
Q2 		– Sell
-106
Closed -$1K – 957
2023
Q1 		$1K Buy
106
+59
+126% +$824 ﹤0.01% 664
2022
Q4 		$0 Buy
+47
New +$642 ﹤0.01% 803
2022
Q3 		– Sell
-31
Closed – – 1189
2022
Q2 		$0 Buy
+31
New +$456 ﹤0.01% 1364

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Financial Group's TFSL Position: Q3 2023 in Review

Steward Financial Group opened a new position in TFS Financial (TFSL) in Q3 2023: 108 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TFSL as recently as Q1 2023.

Steward Financial Group first reported a position in TFSL in Q2 2022 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

  • Steward Financial Group held 108 shares of TFS Financial worth $1K as of Q3 2023.
  • TFS Financial was a new Steward Financial Group position in Q3 2023.
  • TFS Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1262 holding.
  • Steward Financial Group first reported a position in TFS Financial in Q2 2022 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.