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Avion Wealth’s TFS Financial TFSL Stock Holding History

Avion Wealth’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 		$1K Hold
81
– – ﹤0.01% 1351
2026
Q1 		$1K Sell
81
-37
-31% -$523 ﹤0.01% 1149
2025
Q4 		$1K Buy
118
+77
+188% +$1.05K ﹤0.01% 1138
2025
Q3 		$0 Hold
41
– – ﹤0.01% 1543
2025
Q2 		$0 Buy
+41
New +$528 ﹤0.01% 1600

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

Avion Wealth's TFSL Position: Q2 2026 in Review

Avion Wealth held its TFS Financial (TFSL) position steady in Q2 2026 at 81 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Avion Wealth first reported a position in TFSL in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Avion Wealth held 81 shares of TFS Financial worth $1K as of Q2 2026.
  • Avion Wealth left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1351 holding.
  • Avion Wealth first reported a position in TFS Financial in Q2 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.