Position in TFSL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,073,204
+$430,464 QoQ
Shares Held
116,998
+0.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#41
of 235 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFSL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sage Investment Counsel LLC holds $12,787,554 across 10 Banks - Regional names. TFSL ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
74,936 | $7,559,543 | |
| 2 | TFSL |
TFS Financial CORP
This page
|
116,998 | $2,073,204 | |
| 3 | USB |
US Bancorp De
|
12,055 | $728,122 | |
| 4 | FLG |
Flagstar Bank, National Association
|
41,400 | $618,516 | |
| 5 | MTB |
M&T Bank Corp
|
1,838 | $437,462 | |
| 6 | RF |
Regions Financial Corp
|
12,473 | $376,684 | |
| 7 | TFC |
Truist Financial Corp
|
6,583 | $327,965 | |
| 8 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
60,955 | $306,603 |
All Filings in TFSL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073,204 | 116,998 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,642,740 | 116,921 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,563,158 | 116,828 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,538,606 | 116,738 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,510,578 | 116,647 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,419,324 | 114,554 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,354,721 | 107,860 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||