Balance Wealth
TFSL icon

Balance Wealth’s TFS Financial TFSL Stock Holding History

Balance 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
Q3 		$1.62K Buy
+100
New +$1.76K ﹤0.01% 788

Other funds holding TFSL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Balance Wealth's TFSL Position: Q3 2026 in Review

Balance Wealth opened a new position in TFS Financial (TFSL) in Q3 2026: 100 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings.

177 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Balance Wealth held 100 shares of TFS Financial worth $1.62K as of Q3 2026.
  • TFS Financial was a new Balance Wealth position in Q3 2026.
  • TFS Financial made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #788 holding.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.