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Tortoise Investment Management’s TFS Financial TFSL Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-1,681
Closed -$22.1K – 1311
2025
Q3 		$22.1K Buy
1,681
+770
+85% +$10.2K ﹤0.01% 502
2025
Q2 		$11.8K Buy
911
+11
+1% +$142 ﹤0.01% 583
2025
Q1 		$11.2K Buy
900
+500
+125% +$6.4K ﹤0.01% 576
2024
Q4 		$5.02K Hold
400
– – ﹤0.01% 688
2024
Q3 		$5.14K Buy
+400
New +$5.27K ﹤0.01% 685

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's TFSL Position: Q4 2025 in Review

Tortoise Investment Management sold out of TFS Financial (TFSL) in Q4 2025, closing a stake of 1,681 shares — an estimated $22.1K sold.

Tortoise Investment Management first reported a position in TFSL in Q3 2024 and held it in 5 quarters. The position peaked at $22.1K in Q3 2025. 204 funds tracked by Wall St. Rank hold TFSL as of Q4 2025.

  • Tortoise Investment Management reported no remaining TFS Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,681 TFS Financial shares in Q4 2025, an estimated $22.1K.
  • Tortoise Investment Management first reported a position in TFS Financial in Q3 2024 and held it in 5 quarters.
  • Tortoise Investment Management's TFS Financial position peaked at $22.1K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held TFS Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.