UMB Bank’s TFS Financial TFSL Stock Holding History

UMB Bank’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 Q2	–	Sell	-20	Closed	-$248	–	2180
2025 Q1	$248	Buy	+20	New	+$256	﹤0.01%	2075
2024 Q4	–	Sell	-20,000	Closed	-$257K	–	2177
2024 Q3	$257K	Hold	20,000	–	–	﹤0.01%	524
2024 Q2	$252K	Hold	20,000	–	–	﹤0.01%	520
2024 Q1	$251K	Hold	20,000	–	–	﹤0.01%	525
2023 Q4	$294K	Hold	20,000	–	–	﹤0.01%	499
2023 Q3	$236K	Hold	20,000	–	–	﹤0.01%	530
2023 Q2	$251K	Hold	20,000	–	–	﹤0.01%	527
2023 Q1	$253K	Hold	20,000	–	–	﹤0.01%	525
2022 Q4	$288K	Hold	20,000	–	–	﹤0.01%	501
2022 Q3	$260K	Sell	20,000 -550	-3%	-$7.8K	﹤0.01%	545
2022 Q2	$283K	Hold	20,550	–	–	﹤0.01%	558
2022 Q1	$341K	Hold	20,550	–	–	﹤0.01%	545
2021 Q4	$367K	Buy	+20,550	New	+$392K	﹤0.01%	545

Other funds holding TFSL

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

UMB Bank's TFSL Position: Q2 2025 in Review

UMB Bank sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 20 shares — an estimated $248 sold.

UMB Bank first reported a position in TFSL in Q4 2021 and held it in 13 quarters. The position peaked at $367K in Q4 2021. 178 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

UMB Bank reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
UMB Bank sold 20 TFS Financial shares in Q2 2025, an estimated $248.
UMB Bank first reported a position in TFS Financial in Q4 2021 and held it in 13 quarters.
UMB Bank's TFS Financial position peaked at $367K in Q4 2021.
178 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on UMB Bank's 13F filing for Q2 2025, filed 10 Jul 2025.