Cetera Investment Advisers
TFSL icon

Cetera Investment Advisers’s TFS Financial TFSL Stock Holding History

Cetera Investment Advisers’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 		$659K Buy
46,928
+2,141
+5% +$30.3K ﹤0.01% 3263
2025
Q4 		$599K Sell
44,787
-4,268
-9% -$58.4K ﹤0.01% 3267
2025
Q3 		$646K Buy
49,055
+17,293
+54% +$229K ﹤0.01% 3169
2025
Q2 		$411K Buy
31,762
+625
+2% +$8.05K ﹤0.01% 3119
2025
Q1 		$386K Buy
31,137
+837
+3% +$10.7K ﹤0.01% 3063
2024
Q4 		$381K Sell
30,300
-3,754
-11% -$50K ﹤0.01% 2914
2024
Q3 		$438K Buy
34,054
+14,119
+71% +$186K ﹤0.01% 2752
2024
Q2 		$252K Sell
19,935
-962
-5% -$12.1K ﹤0.01% 3195
2024
Q1 		$262K Buy
+20,897
New +$276K ﹤0.01% 3155
2023
Q4 		– Sell
-11,628
Closed -$137K – 2351
2023
Q3 		$137K Sell
11,628
-204
-2% -$2.73K ﹤0.01% 2050
2023
Q2 		$149K Buy
+11,832
New +$143K ﹤0.01% 2038

Other funds holding TFSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return