Tucker Asset Management’s TFS Financial TFSL Stock Holding History

Tucker Asset 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
2026 Q1	–	Sell	-11	Closed	-$146	–	956
2025 Q4	$146	Buy	+11	New	+$151	﹤0.01%	1043
2025 Q1	–	Sell	-71	Closed	-$897	–	862
2024 Q4	$897	Hold	71	–	–	﹤0.01%	1346
2024 Q3	$919	Hold	71	–	–	﹤0.01%	1288
2024 Q2	$902	Hold	71	–	–	﹤0.01%	1465
2024 Q1	$897	Hold	71	–	–	﹤0.01%	1445
2023 Q4	$1.05K	Hold	71	–	–	﹤0.01%	1248
2023 Q3	$842	Hold	71	–	–	﹤0.01%	1207
2023 Q2	$895	Buy	71 +10	+16%	+$121	﹤0.01%	985
2023 Q1	$770	Hold	61	–	–	﹤0.01%	1018
2022 Q4	$888	Hold	61	–	–	﹤0.01%	653
2022 Q3	$857	Hold	61	–	–	﹤0.01%	687
2022 Q2	$838	Hold	61	–	–	﹤0.01%	546
2022 Q1	$1.01K	Hold	61	–	–	﹤0.01%	498
2021 Q4	$1.09K	Hold	61	–	–	﹤0.01%	398
2021 Q3	$1.19K	Hold	61	–	–	﹤0.01%	327
2021 Q2	$1.24K	Hold	61	–	–	﹤0.01%	296
2021 Q1	$1.24K	Hold	61	–	–	﹤0.01%	280
2020 Q4	$1.07K	Buy	+61	New	+$1.01K	﹤0.01%	302

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Tucker Asset Management's TFSL Position: Q1 2026 in Review

Tucker Asset Management sold out of TFS Financial (TFSL) in Q1 2026, closing a stake of 11 shares — an estimated $146 sold.

Tucker Asset Management first reported a position in TFSL in Q4 2020 and held it in 18 quarters. The position peaked at $1.24K in Q1 2021. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

Tucker Asset Management reported no remaining TFS Financial position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 11 TFS Financial shares in Q1 2026, an estimated $146.
Tucker Asset Management first reported a position in TFS Financial in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's TFS Financial position peaked at $1.24K in Q1 2021.
217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.