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Clearstead Advisors’s TFS Financial TFSL Stock Holding History

Clearstead Advisors’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 		$4.23M Sell
238,605
-3,435
-1% -$53.6K 0.04% 265
2026
Q1 		$3.4M Sell
242,040
-5,181
-2% -$73.3K 0.03% 281
2025
Q4 		$3.31M Buy
247,221
+27,625
+13% +$378K 0.04% 255
2025
Q3 		$2.89M Buy
219,596
+384
+0.2% +$5.08K 0.04% 262
2025
Q2 		$2.84M Sell
219,212
-18,751
-8% -$241K 0.04% 264
2025
Q1 		$2.95M Sell
237,963
-5,628
-2% -$72.1K 0.05% 246
2024
Q4 		$3.06M Buy
243,591
+1,045
+0.4% +$13.9K 0.05% 236
2024
Q3 		$3.12M Buy
242,546
+339
+0.1% +$4.46K 0.05% 239
2024
Q2 		$3.06M Sell
242,207
-32,421
-12% -$408K 0.05% 224
2024
Q1 		$3.57M Buy
274,628
+14,362
+6% +$190K 0.18% 99
2023
Q4 		$3.82M Sell
260,266
-260,096
-50% -$3.36M 0.2% 98
2023
Q3 		$6.15M Buy
520,362
+261,284
+101% +$3.5M 0.18% 103
2023
Q2 		$3.26M Buy
259,078
+95
+0% +$1.15K 0.2% 97
2023
Q1 		$3.27M Buy
258,983
+4,301
+2% +$60K 0.24% 87
2022
Q4 		$3.67M Hold
254,682
– – 0.29% 78
2022
Q3 		$3.31M Buy
254,682
+38,755
+18% +$549K 0.31% 73
2022
Q2 		$2.96M Buy
215,927
+44,217
+26% +$651K 0.23% 88
2022
Q1 		$2.85M Hold
171,710
– – 0.19% 100
2021
Q4 		$3.07M Hold
171,710
– – 0.21% 92
2021
Q3 		$3.27M Hold
171,710
– – 0.24% 83
2021
Q2 		$3.49M Hold
171,710
– – 0.27% 75
2021
Q1 		$3.5M Buy
171,710
+140
+0.1% +$2.73K 0.29% 68
2020
Q4 		$3.02M Buy
171,570
+6,400
+4% +$106K 0.28% 71
2020
Q3 		$2.43M Buy
165,170
+700
+0.4% +$10.2K 0.26% 78
2020
Q2 		$2.35M Buy
164,470
+28
+0% +$403 0.27% 73
2020
Q1 		$2.51M Buy
164,442
+3
+0% +$59 0.37% 59
2019
Q4 		$3.24M Sell
164,439
-1,000
-0.6% -$19.3K 0.39% 62
2019
Q3 		$2.98M Buy
165,439
+997
+0.6% +$17.9K 0.4% 59
2019
Q2 		$2.97M Sell
164,442
-2
-0% -$34 0.4% 59
2019
Q1 		$2.71M Buy
164,444
+1
+0% +$17 0.37% 61
2018
Q4 		$2.65M Buy
164,443
+1,878
+1% +$28.8K 0.41% 59
2018
Q3 		$2.44M Buy
162,565
+60,898
+60% +$951K 0.33% 60
2018
Q2 		$1.6M Buy
101,667
+197
+0.2% +$3.04K 0.23% 74
2018
Q1 		$1.49M Hold
101,470
– – 0.22% 83
2017
Q4 		$1.52M Hold
101,470
– – 0.21% 84
2017
Q3 		$1.64M Hold
101,470
– – 0.21% 85
2017
Q2 		$1.57M Hold
101,470
– – 0.23% 82
2017
Q1 		$1.69M Hold
101,470
– – 0.25% 72
2016
Q4 		$1.93M Buy
+101,470
New +$1.87M 0.31% 59

Other funds holding TFSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Clearstead Advisors's TFSL Position: Q2 2026 in Review

Clearstead Advisors reduced its TFS Financial (TFSL) stake by 1.4% in Q2 2026, selling an estimated $53.6K and leaving 238,605 shares worth $4.23M. The position accounts for 0.04% of the portfolio, ranked #265.

Clearstead Advisors first reported a position in TFSL in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.15M in Q3 2023. 101 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Clearstead Advisors held 238,605 shares of TFS Financial worth $4.23M as of Q2 2026.
  • Clearstead Advisors sold 3,435 TFS Financial shares in Q2 2026, an estimated $53.6K.
  • TFS Financial made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #265 holding.
  • Clearstead Advisors first reported a position in TFS Financial in Q4 2016 and has held it in 39 quarters since.
  • Clearstead Advisors's TFS Financial position peaked at $6.15M in Q3 2023.
  • 101 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.