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Summit Securities Group’s TFS Financial TFSL Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-2,310
Closed -$28.6K – 1427
2025
Q1 		$28.6K Buy
+2,310
New +$29.6K ﹤0.01% 415
2024
Q4 		– Sell
-149
Closed -$2K – 884
2024
Q3 		$2K Buy
+149
New +$1.96K ﹤0.01% 494

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Summit Securities Group's TFSL Position: Q2 2025 in Review

Summit Securities Group sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 2,310 shares — an estimated $28.6K sold.

Summit Securities Group first reported a position in TFSL in Q3 2024 and held it in 2 quarters. The position peaked at $28.6K in Q1 2025. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

  • Summit Securities Group reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,310 TFS Financial shares in Q2 2025, an estimated $28.6K.
  • Summit Securities Group first reported a position in TFS Financial in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's TFS Financial position peaked at $28.6K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.