Carson Wealth (CWM LLC)
TFSL icon

Carson Wealth (CWM LLC)’s TFS Financial TFSL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$53.8K Buy
3,831
+148
+4% +$2.09K ﹤0.01% 3770
2025
Q4 		$49K Buy
3,683
+377
+11% +$5.16K ﹤0.01% 3628
2025
Q3 		$44K Buy
3,306
+572
+21% +$7.56K ﹤0.01% 3636
2025
Q2 		$35K Buy
2,734
+341
+14% +$4.39K ﹤0.01% 3537
2025
Q1 		$30K Sell
2,393
-1,871
-44% -$24K ﹤0.01% 3395
2024
Q4 		$54K Buy
4,264
+186
+5% +$2.48K ﹤0.01% 2746
2024
Q3 		$52K Buy
4,078
+106
+3% +$1.4K ﹤0.01% 2666
2024
Q2 		$50K Buy
3,972
+359
+10% +$4.52K ﹤0.01% 2482
2024
Q1 		$45K Buy
3,613
+98
+3% +$1.3K ﹤0.01% 2367
2023
Q4 		$52K Sell
3,515
-689
-16% -$8.91K ﹤0.01% 2160
2023
Q3 		$50K Buy
4,204
+201
+5% +$2.69K ﹤0.01% 2067
2023
Q2 		$50K Sell
4,003
-1,448
-27% -$17.6K ﹤0.01% 1991
2023
Q1 		$69K Buy
5,451
+451
+9% +$6.3K ﹤0.01% 1694
2022
Q4 		$72K Buy
5,000
+2,755
+123% +$37.7K ﹤0.01% 1529
2022
Q3 		$29K Buy
2,245
+80
+4% +$1.13K ﹤0.01% 1991
2022
Q2 		$30K Sell
2,165
-110
-5% -$1.62K ﹤0.01% 1894
2022
Q1 		$38K Buy
2,275
+182
+9% +$3.13K ﹤0.01% 1738
2021
Q4 		$37K Buy
+2,093
New +$39.9K ﹤0.01% 1702
2021
Q2 		$38K Hold
1,857
– – ﹤0.01% 1526
2021
Q1 		$38K Hold
1,857
– – ﹤0.01% 1526
2020
Q4 		$38K Hold
1,857
– – ﹤0.01% 1526
2020
Q3 		$38K Hold
1,857
– – ﹤0.01% 1525
2020
Q2 		$38K Hold
1,857
– – ﹤0.01% 1523
2020
Q1 		$38K Hold
1,857
– – ﹤0.01% 1523
2019
Q4 		$38K Hold
1,857
– – ﹤0.01% 1523
2019
Q3 		$38K Hold
1,857
– – ﹤0.01% 1523
2019
Q2 		$38K Hold
1,857
– – ﹤0.01% 1523
2019
Q1 		$38K Buy
+1,857
New +$31K ﹤0.01% 1523
2018
Q4 		– Sell
-112
Closed -$2K – 2238
2018
Q3 		$2K Buy
+112
New +$1.75K ﹤0.01% 1569

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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Carson Wealth (CWM LLC)'s TFSL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TFS Financial (TFSL) stake by 4% in Q1 2026, buying an estimated $2.09K and bringing the position to 3,831 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3770.

Carson Wealth (CWM LLC) first reported a position in TFSL in Q3 2018 and has held it in 29 quarters since. The position peaked at $72K in Q4 2022. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,831 shares of TFS Financial worth $53.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 148 TFS Financial shares in Q1 2026, an estimated $2.09K.
  • TFS Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3770 holding.
  • Carson Wealth (CWM LLC) first reported a position in TFS Financial in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s TFS Financial position peaked at $72K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.