Action Point Financial Planning’s TFS Financial TFSL Stock Holding History

Action Point Financial Planning’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	$1.86K	Buy	+105	New	+$1.64K	﹤0.01%	2288

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

Action Point Financial Planning's TFSL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in TFS Financial (TFSL) in Q2 2026: 105 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings.

234 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Action Point Financial Planning held 105 shares of TFS Financial worth $1.86K as of Q2 2026.
TFS Financial was a new Action Point Financial Planning position in Q2 2026.
TFS Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2288 holding.
234 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.