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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
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 $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

Summit Trail Advisors's TFSL Position: Q1 2026 in Review

Summit Trail Advisors increased its TFS Financial (TFSL) stake by 95% in Q1 2026, buying an estimated $448K and bringing the position to 65,089 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #975.

Summit Trail Advisors first reported a position in TFSL in Q4 2017 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

  • Summit Trail Advisors held 65,089 shares of TFS Financial worth $915K as of Q1 2026.
  • Summit Trail Advisors bought 31,716 TFS Financial shares in Q1 2026, an estimated $448K.
  • TFS Financial made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #975 holding.
  • Summit Trail Advisors first reported a position in TFS Financial in Q4 2017 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.