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Summit Trail Advisors’s TFS Financial TFSL Stock Holding History

Summit Trail Advisors’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
Q2 		$929K Sell
52,445
-12,644
-19% -$197K 0.01% 1015
2026
Q1 		$915K Buy
65,089
+31,716
+95% +$448K 0.01% 975
2025
Q4 		$447K Sell
33,373
-2,231
-6% -$30.6K 0.01% 1108
2025
Q3 		$469K Buy
+35,604
New +$471K 0.01% 1097
2018
Q1 		– Sell
-233
Closed -$3K – 1529
2017
Q4 		$3K Buy
+233
New +$3.59K ﹤0.01% 1570

Other funds holding TFSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Summit Trail Advisors's TFSL Position: Q2 2026 in Review

Summit Trail Advisors reduced its TFS Financial (TFSL) stake by 19% in Q2 2026, selling an estimated $197K and leaving 52,445 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #1015.

Summit Trail Advisors first reported a position in TFSL in Q4 2017 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Summit Trail Advisors held 52,445 shares of TFS Financial worth $929K as of Q2 2026.
  • Summit Trail Advisors sold 12,644 TFS Financial shares in Q2 2026, an estimated $197K.
  • TFS Financial made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1015 holding.
  • Summit Trail Advisors first reported a position in TFS Financial in Q4 2017 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.