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Advisornet Financial’s TFS Financial TFSL Stock Holding History

Advisornet Financial’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
2025
Q2 		– Sell
-23
Closed -$285 – 2364
2025
Q1 		$285 Hold
23
– – ﹤0.01% 2045
2024
Q4 		$289 Hold
23
– – ﹤0.01% 1849
2024
Q3 		$296 Buy
+23
New +$303 ﹤0.01% 2079
2023
Q2 		– Sell
-18
Closed -$227 – 2489
2023
Q1 		$227 Sell
18
-11
-38% -$154 ﹤0.01% 2232
2022
Q4 		$418 Buy
+29
New +$396 ﹤0.01% 2069
2022
Q1 		– Sell
-53
Closed -$1K – 2200
2021
Q4 		$1K Buy
+53
New +$1.01K ﹤0.01% 1968

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Advisornet Financial's TFSL Position: Q2 2025 in Review

Advisornet Financial sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 23 shares — an estimated $285 sold.

Advisornet Financial first reported a position in TFSL in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

  • Advisornet Financial reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 23 TFS Financial shares in Q2 2025, an estimated $285.
  • Advisornet Financial first reported a position in TFS Financial in Q4 2021 and held it in 6 quarters.
  • Advisornet Financial's TFS Financial position peaked at $1K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.