CoreCap Advisors’s TFS Financial TFSL Stock Holding History

CoreCap 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 Q3	$110K	Hold	6,811	–	–	﹤0.01%	1061
2026 Q2	$121K	Sell	6,811 -215	-3%	-$3.35K	﹤0.01%	1030
2026 Q1	$98.7K	Hold	7,026	–	–	﹤0.01%	1029
2025 Q4	$94K	Buy	7,026 +250	+4%	+$3.42K	﹤0.01%	1056
2025 Q3	$89.3K	Buy	6,776 +1,776	+36%	+$23.5K	﹤0.01%	1080
2025 Q2	$64.8K	Hold	5,000	–	–	﹤0.01%	1132
2025 Q1	$62K	Hold	5,000	–	–	﹤0.01%	1086
2024 Q4	$62.8K	Hold	5,000	–	–	﹤0.01%	1087
2024 Q3	$64.3K	Buy	+5,000	New	+$65.9K	﹤0.01%	1087

Other funds holding TFSL

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's TFSL Position: Q3 2026 in Review

CoreCap Advisors held its TFS Financial (TFSL) position steady in Q3 2026 at 6,811 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

CoreCap Advisors first reported a position in TFSL in Q3 2024 and has held it in 9 quarters since. The position peaked at $121K in Q2 2026. 38 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

CoreCap Advisors held 6,811 shares of TFS Financial worth $110K as of Q3 2026.
CoreCap Advisors left its TFS Financial share count unchanged in Q3 2026.
TFS Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1061 holding.
CoreCap Advisors first reported a position in TFS Financial in Q3 2024 and has held it in 9 quarters since.
CoreCap Advisors's TFS Financial position peaked at $121K in Q2 2026.
38 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.