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Bay Harbor Wealth Management’s TFS Financial TFSL Stock Holding History

Bay Harbor 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 		$408 Buy
23
+4
+21% +$62 ﹤0.01% 1103
2026
Q1 		$266 Buy
19
+9
+90% +$127 ﹤0.01% 1115
2025
Q4 		$133 Buy
10
+1
+11% +$14 ﹤0.01% 1176
2025
Q3 		$118 Sell
9
-4
-31% -$53 ﹤0.01% 1146
2025
Q2 		$168 Buy
13
+10
+333% +$129 ﹤0.01% 982
2025
Q1 		$37 Buy
+3
New +$38 ﹤0.01% 1060

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

Bay Harbor Wealth Management's TFSL Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its TFS Financial (TFSL) stake by 21% in Q2 2026, buying an estimated $62 and bringing the position to 23 shares worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Bay Harbor Wealth Management first reported a position in TFSL in Q1 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Bay Harbor Wealth Management held 23 shares of TFS Financial worth $408 as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 TFS Financial shares in Q2 2026, an estimated $62.
  • TFS Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1103 holding.
  • Bay Harbor Wealth Management first reported a position in TFS Financial in Q1 2025 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.