Superior Planning, LLC’s TFS Financial TFSL Stock Holding History

Superior Planning, LLC’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 Q3	$3.6K	Buy	+222	New	+$3.9K	﹤0.01%	1329

Other funds holding TFSL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Gator Capital Management Tampa, Florida $503M AUM 12.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's TFSL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in TFS Financial (TFSL) in Q3 2026: 222 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings.

142 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

Superior Planning, LLC held 222 shares of TFS Financial worth $3.6K as of Q3 2026.
TFS Financial was a new Superior Planning, LLC position in Q3 2026.
TFS Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1329 holding.
142 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.