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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

CoreCap Advisors's TFSL Position: Q2 2026 in Review

CoreCap Advisors reduced its TFS Financial (TFSL) stake by 3.1% in Q2 2026, selling an estimated $3.35K and leaving 6,811 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

CoreCap Advisors first reported a position in TFSL in Q3 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

CoreCap Advisors held 6,811 shares of TFS Financial worth $121K as of Q2 2026.
CoreCap Advisors sold 215 TFS Financial shares in Q2 2026, an estimated $3.35K.
TFS Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1030 holding.
CoreCap Advisors first reported a position in TFS Financial in Q3 2024 and has held it in 8 quarters since.
29 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.