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Alpine Bank Wealth Management’s TFS Financial TFSL Stock Holding History

Alpine Bank 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 		$30.2K Buy
+1,704
New +$26.6K ﹤0.01% 288
2025
Q4 		– Sell
-1,546
Closed -$20.4K – 375
2025
Q3 		$20.4K Sell
1,546
-395
-20% -$5.22K ﹤0.01% 335
2025
Q2 		$25.1K Hold
1,941
– – ﹤0.01% 303
2025
Q1 		$24K Buy
+1,941
New +$24.9K ﹤0.01% 310
2024
Q3 		$29.6K Buy
+2,303
New +$30.3K ﹤0.01% 317

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

Alpine Bank Wealth Management's TFSL Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in TFS Financial (TFSL) in Q2 2026: 1,704 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in TFSL as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in TFSL in Q3 2024 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Alpine Bank Wealth Management held 1,704 shares of TFS Financial worth $30.2K as of Q2 2026.
  • TFS Financial was a new Alpine Bank Wealth Management position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Alpine Bank Wealth Management first reported a position in TFS Financial in Q3 2024 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.