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
Q2 		$734K Sell
41,432
-5,496
-12% -$85.7K ﹤0.01% 3336
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 $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

Cetera Investment Advisers's TFSL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its TFS Financial (TFSL) stake by 12% in Q2 2026, selling an estimated $85.7K and leaving 41,432 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

Cetera Investment Advisers first reported a position in TFSL in Q2 2023 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Cetera Investment Advisers held 41,432 shares of TFS Financial worth $734K as of Q2 2026.
  • Cetera Investment Advisers sold 5,496 TFS Financial shares in Q2 2026, an estimated $85.7K.
  • TFS Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3336 holding.
  • Cetera Investment Advisers first reported a position in TFS Financial in Q2 2023 and has held it in 12 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.