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Beverly Hills Private Wealth’s TFS Financial TFSL Stock Holding History

Beverly Hills Private 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 		$6.63M Buy
374,186
+47,354
+14% +$739K 1.26% 21
2026
Q1 		$4.59M Buy
326,832
+35,065
+12% +$496K 0.76% 34
2025
Q4 		$3.9M Buy
+291,767
New +$4M 0.67% 39

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

Beverly Hills Private Wealth's TFSL Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its TFS Financial (TFSL) stake by 14% in Q2 2026, buying an estimated $739K and bringing the position to 374,186 shares worth $6.63M. The position accounts for 1.26% of the portfolio, ranked #21.

Beverly Hills Private Wealth first reported a position in TFSL in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Beverly Hills Private Wealth held 374,186 shares of TFS Financial worth $6.63M as of Q2 2026.
  • Beverly Hills Private Wealth bought 47,354 TFS Financial shares in Q2 2026, an estimated $739K.
  • TFS Financial made up 1.26% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Beverly Hills Private Wealth first reported a position in TFS Financial in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.