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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 Sell
17,867
-4,075
-19% -$52.5K 0.01% 819
2025
Q1 		$272K Sell
21,942
-1,000
-4% -$12.8K 0.01% 1019
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 $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

B. Riley Wealth Advisors's TFSL Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of TFS Financial (TFSL) in Q3 2025, closing a stake of 17,867 shares — an estimated $231K sold.

B. Riley Wealth Advisors first reported a position in TFSL in Q3 2022 and held it in 12 quarters. The position peaked at $336K in Q4 2023. 186 funds tracked by Wall St. Rank hold TFSL as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining TFS Financial position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,867 TFS Financial shares in Q3 2025, an estimated $231K.
  • B. Riley Wealth Advisors first reported a position in TFS Financial in Q3 2022 and held it in 12 quarters.
  • B. Riley Wealth Advisors's TFS Financial position peaked at $336K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held TFS Financial as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.