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Activest Wealth Management’s TFS Financial TFSL Stock Holding History

Activest Wealth 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
Q2 		$89 Buy
+5
New +$78 ﹤0.01% 1251
2026
Q1 		– Sell
-5
Closed -$67 – 1336
2025
Q4 		$67 Buy
+5
New +$68 ﹤0.01% 1074

Other funds holding TFSL

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
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

Activest Wealth Management's TFSL Position: Q2 2026 in Review

Activest Wealth Management opened a new position in TFS Financial (TFSL) in Q2 2026: 5 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in TFSL as recently as Q4 2025.

Activest Wealth Management first reported a position in TFSL in Q4 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Activest Wealth Management held 5 shares of TFS Financial worth $89 as of Q2 2026.
  • TFS Financial was a new Activest Wealth Management position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1251 holding.
  • Activest Wealth Management first reported a position in TFS Financial in Q4 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.