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
2025 Q4	$146	Buy	+11	New	+$151	﹤0.01%	1043
2025 Q1	–	Sell	-71	Closed	-$897	–	882
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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