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Vise Technologies’s TFS Financial TFSL Stock Holding History

Vise Technologies’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
Q2 		$180K Sell
10,143
-1,094
-10% -$17.1K ﹤0.01% 1706
2026
Q1 		$150K Hold
11,237
– – ﹤0.01% 1400
2025
Q4 		$150K Buy
+11,237
New +$154K ﹤0.01% 1413

Other funds holding TFSL

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 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

Vise Technologies's TFSL Position: Q2 2026 in Review

Vise Technologies reduced its TFS Financial (TFSL) stake by 9.7% in Q2 2026, selling an estimated $17.1K and leaving 10,143 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Vise Technologies first reported a position in TFSL in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Vise Technologies held 10,143 shares of TFS Financial worth $180K as of Q2 2026.
  • Vise Technologies sold 1,094 TFS Financial shares in Q2 2026, an estimated $17.1K.
  • TFS Financial made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1706 holding.
  • Vise Technologies first reported a position in TFS Financial in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.