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Compass Wealth Management’s TFS Financial TFSL Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-2,400
Closed -$29.7K – 379
2025
Q1 		$29.7K Hold
2,400
– – 0.01% 298
2024
Q4 		$30.1K Hold
2,400
– – 0.01% 294
2024
Q3 		$30.9K Hold
2,400
– – 0.01% 294
2024
Q2 		$30.3K Hold
2,400
– – 0.01% 295
2024
Q1 		$30.1K Hold
2,400
– – 0.01% 292
2023
Q4 		$35.3K Hold
2,400
– – 0.01% 276
2023
Q3 		$28.4K Hold
2,400
– – 0.01% 286
2023
Q2 		$30.2K Buy
2,400
+1,000
+71% +$12.1K 0.01% 289
2023
Q1 		$17.7K Hold
1,400
– – 0.01% 335
2022
Q4 		$20.2K Buy
+1,400
New +$19.1K 0.01% 319

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Compass Wealth Management's TFSL Position: Q2 2025 in Review

Compass Wealth Management sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 2,400 shares — an estimated $29.7K sold.

Compass Wealth Management first reported a position in TFSL in Q4 2022 and held it in 10 quarters. The position peaked at $35.3K in Q4 2023. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

  • Compass Wealth Management reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 2,400 TFS Financial shares in Q2 2025, an estimated $29.7K.
  • Compass Wealth Management first reported a position in TFS Financial in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's TFS Financial position peaked at $35.3K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.