Vision Capital Management’s TFS Financial TFSL Stock Holding History

Vision Capital 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	$1.12M	Sell	80,055 -10,311	-11%	-$146K	0.14%	79
2025 Q4	$1.21M	Sell	90,366 -1,977	-2%	-$27.1K	0.15%	74
2025 Q3	$1.22M	Sell	92,343 -5,537	-6%	-$73.2K	0.15%	71
2025 Q2	$1.27M	Buy	97,880 +5,849	+6%	+$75.3K	0.17%	69
2025 Q1	$1.14M	Sell	92,031 -10,228	-10%	-$131K	0.16%	69
2024 Q4	$1.28M	Sell	102,259 -24,594	-19%	-$327K	0.19%	69
2024 Q3	$1.63M	Buy	126,853 +8,706	+7%	+$115K	0.23%	69
2024 Q2	$1.49M	Buy	118,147 +200	+0.2%	+$2.52K	0.22%	66
2024 Q1	$1.48M	Buy	117,947 +333	+0.3%	+$4.41K	0.22%	72
2023 Q4	$1.73M	Sell	117,614 -1,592	-1%	-$20.6K	0.27%	67
2023 Q3	$1.41M	Sell	119,206 -3,222	-3%	-$43.2K	0.26%	66
2023 Q2	$1.54M	Buy	122,428 +388	+0.3%	+$4.7K	0.26%	65
2023 Q1	$1.54M	Sell	122,040 -5,725	-4%	-$79.9K	0.28%	64
2022 Q4	$1.84M	Sell	127,765 -33,524	-21%	-$458K	0.35%	61
2022 Q3	$2.1M	Buy	161,289 +1,797	+1%	+$25.5K	0.43%	52
2022 Q2	$2.19M	Buy	159,492 +1,745	+1%	+$25.7K	0.41%	54
2022 Q1	$2.62M	Buy	157,747 +3,176	+2%	+$54.6K	0.43%	52
2021 Q4	$2.76M	Sell	154,571 -562	-0.4%	-$10.7K	0.41%	48
2021 Q3	$2.96M	Buy	155,133 +1,493	+1%	+$29.1K	0.48%	47
2021 Q2	$3.12M	Sell	153,640 -2,700	-2%	-$56.2K	0.52%	46
2021 Q1	$3.19M	Buy	156,340 +2,543	+2%	+$49.5K	0.57%	46
2020 Q4	$2.71M	Sell	153,797 -9,640	-6%	-$160K	0.5%	50
2020 Q3	$2.4M	Buy	163,437 +553	+0.3%	+$8.05K	0.5%	48
2020 Q2	$2.33M	Buy	162,884 +5,764	+4%	+$83K	0.53%	46
2020 Q1	$2.4M	Buy	157,120 +13,431	+9%	+$263K	0.64%	40
2019 Q4	$2.83M	Buy	143,689 +3,033	+2%	+$58.5K	0.66%	40
2019 Q3	$2.54M	Buy	140,656 +21,759	+18%	+$390K	0.66%	44
2019 Q2	$2.15M	Sell	118,897 -970	-0.8%	-$16.5K	0.56%	48
2019 Q1	$1.97M	Buy	119,867 +1,580	+1%	+$26.4K	0.55%	49
2018 Q4	$1.91M	Buy	118,287 +4,354	+4%	+$66.8K	0.6%	48
2018 Q3	$1.71M	Sell	113,933 -485	-0.4%	-$7.57K	0.46%	52
2018 Q2	$1.8M	Buy	114,418 +55,549	+94%	+$858K	0.53%	50
2018 Q1	$865K	Buy	+58,869	New	+$882K	0.26%	60

Other funds holding TFSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Vision Capital Management's TFSL Position: Q1 2026 in Review

Vision Capital Management reduced its TFS Financial (TFSL) stake by 11% in Q1 2026, selling an estimated $146K and leaving 80,055 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #79.

Vision Capital Management first reported a position in TFSL in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.19M in Q1 2021. 216 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

Vision Capital Management held 80,055 shares of TFS Financial worth $1.12M as of Q1 2026.
Vision Capital Management sold 10,311 TFS Financial shares in Q1 2026, an estimated $146K.
TFS Financial made up 0.14% of Vision Capital Management's portfolio in Q1 2026, its #79 holding.
Vision Capital Management first reported a position in TFS Financial in Q1 2018 and has held it in 33 quarters since.
Vision Capital Management's TFS Financial position peaked at $3.19M in Q1 2021.
216 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.