Stifel Financial
TFSL icon

Stifel Financial’s TFS Financial TFSL Stock Holding History

Stifel Financial’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
2025
Q2 		– Sell
-13,946
Closed -$173K – 3580
2025
Q1 		$173K Buy
13,946
+283
+2% +$3.63K ﹤0.01% 3214
2024
Q4 		$172K Buy
+13,663
New +$182K ﹤0.01% 3180
2024
Q2 		– Sell
-18,037
Closed -$227K – 3452
2024
Q1 		$227K Hold
18,037
– – ﹤0.01% 3041
2023
Q4 		$265K Buy
18,037
+2,810
+18% +$36.3K ﹤0.01% 2910
2023
Q3 		$180K Buy
+15,227
New +$204K ﹤0.01% 3009
2020
Q2 		– Sell
-11,401
Closed -$175K – 2944
2020
Q1 		$175K Buy
+11,401
New +$223K ﹤0.01% 2476
2019
Q1 		– Sell
-10,178
Closed -$164K – 2855
2018
Q4 		$164K Buy
+10,178
New +$156K ﹤0.01% 2498

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Stifel Financial's TFSL Position: Q2 2025 in Review

Stifel Financial sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 13,946 shares — an estimated $173K sold.

Stifel Financial first reported a position in TFSL in Q4 2018 and held it in 7 quarters. The position peaked at $265K in Q4 2023. 178 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

  • Stifel Financial reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 13,946 TFS Financial shares in Q2 2025, an estimated $173K.
  • Stifel Financial first reported a position in TFS Financial in Q4 2018 and held it in 7 quarters.
  • Stifel Financial's TFS Financial position peaked at $265K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.