BRWA
TFSL icon

B. Riley Wealth Advisors’s TFS Financial TFSL Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-17,867
Closed -$231K – 1174
2025
Q2 		$231K Buy
+17,867
New +$230K 0.01% 819
2024
Q4 		$288K Hold
22,942
– – 0.01% 880
2024
Q3 		$290K Buy
22,942
+75
+0.3% +$988 0.01% 972
2024
Q2 		$289K Buy
22,867
+19
+0.1% +$239 0.01% 1047
2024
Q1 		$270K Sell
22,848
-19
-0.1% -$251 0.01% 1095
2023
Q4 		$336K Buy
22,867
+19
+0.1% +$246 0.01% 999
2023
Q3 		$270K Sell
22,848
-255
-1% -$3.42K 0.01% 1095
2023
Q2 		$290K Buy
23,103
+2,619
+13% +$31.7K 0.01% 1137
2023
Q1 		$259K Buy
20,484
+19
+0.1% +$265 0.01% 1143
2022
Q4 		$295K Buy
20,465
+1,015
+5% +$13.9K 0.01% 1056
2022
Q3 		$253K Buy
+19,450
New +$276K 0.01% 1107

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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