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TFSL icon

Allworth Financial’s TFS Financial TFSL Stock Holding History

Allworth 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
2026
Q2 		$35.9K Buy
2,026
+550
+37% +$8.58K ﹤0.01% 2754
2026
Q1 		$20.7K Sell
1,476
-29
-2% -$410 ﹤0.01% 2976
2025
Q4 		$20.1K Sell
1,505
-89
-6% -$1.22K ﹤0.01% 2825
2025
Q3 		$21K Buy
1,594
+141
+10% +$1.86K ﹤0.01% 2674
2025
Q2 		$18.8K Buy
1,453
+517
+55% +$6.66K ﹤0.01% 2556
2025
Q1 		$12.1K Sell
936
-606
-39% -$7.76K ﹤0.01% 2339
2024
Q4 		$19.3K Sell
1,542
-633
-29% -$8.43K ﹤0.01% 2133
2024
Q3 		$28K Buy
2,175
+733
+51% +$9.65K ﹤0.01% 1701
2024
Q2 		$19.5K Sell
1,442
-10
-0.7% -$126 ﹤0.01% 1898
2024
Q1 		$18.2K Sell
1,452
-69
-5% -$913 ﹤0.01% 1821
2023
Q4 		$22.3K Buy
1,521
+927
+156% +$12K ﹤0.01% 1587
2023
Q3 		$7.02K Buy
594
+18
+3% +$241 ﹤0.01% 1971
2023
Q2 		$7.24K Buy
576
+251
+77% +$3.04K ﹤0.01% 1961
2023
Q1 		$4.11K Sell
325
-23
-7% -$321 ﹤0.01% 2116
2022
Q4 		$5.01K Sell
348
-165
-32% -$2.25K ﹤0.01% 1896
2022
Q3 		$7K Buy
513
+197
+62% +$2.79K ﹤0.01% 1792
2022
Q2 		$4K Buy
+316
New +$4.65K ﹤0.01% 1844

Other funds holding TFSL

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

Allworth Financial's TFSL Position: Q2 2026 in Review

Allworth Financial increased its TFS Financial (TFSL) stake by 37% in Q2 2026, buying an estimated $8.58K and bringing the position to 2,026 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Allworth Financial first reported a position in TFSL in Q2 2022 and has held it in 17 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Allworth Financial held 2,026 shares of TFS Financial worth $35.9K as of Q2 2026.
  • Allworth Financial bought 550 TFS Financial shares in Q2 2026, an estimated $8.58K.
  • TFS Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2754 holding.
  • Allworth Financial first reported a position in TFS Financial in Q2 2022 and has held it in 17 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.