TFSL β€” TFS FINL CORP

Ownership history in PARK CIRCLE Co  Β·  14 quarters on record

This page tracks every 13F SEC filing in which PARK CIRCLE Co reported a position in TFS FINL CORP (TFSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.05% (2020 Q1)
πŸ“Š Avg. % of fund
0.31%
πŸ“… First filed
2019 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

PARK CIRCLE Co Γ— TFSL AI Analytics

πŸ“‰ PARK CIRCLE Co underperformed the S&P 500 by –27.5% annually on this TFSL position. Timing score: 50% (2/4 decisions correct). Average cost basis: $10.65. Maximum drawdown during holding period: –22.0%.

πŸ“ˆ Position Alpha vs SPY
-27.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 27.5% ann.
13 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$10.65
+18.9% vs current ($12.66)

Best entry: $9.62 (2020 Q1)  Β·  Worst: $12.24 (2019 Q4)

πŸ›‘οΈ Drawdown Resilience
–22.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. Bought during 1 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TFSL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 9,905 β€” 0% 0.11% $131K $12.66
2025 Q2 UNCHANGED 9,905 β€” 0% 0.11% $128K $12.17
2025 Q1 UNCHANGED 9,905 β€” 0% 0.11% $123K $11.40
2024 Q4 UNCHANGED 9,905 β€” 0% 0.11% $124K $11.30
2024 Q3 UNCHANGED 9,905 β€” 0% 0.11% $127K $11.34
2024 Q2 UNCHANGED 9,905 β€” 0% 0.12% $125K $10.88
2024 Q1 UNCHANGED 9,905 β€” 0% 0.11% $124K $10.58
2023 Q4 UNCHANGED 9,905 β€” 0% 0.13% $146K $12.11
2023 Q3 UNCHANGED 9,905 β€” 0% 0.11% $117K $9.55
2023 Q2 UNCHANGED 9,905 β€” 0% 0.12% $125K $9.94
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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