Corient Private Wealth
TFSL icon

Corient Private Wealth’s TFS Financial TFSL Stock Holding History

Corient Private Wealth’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 		$1.94M Buy
109,494
+4,350
+4% +$67.8K ﹤0.01% 1417
2026
Q1 		$1.47M Buy
105,144
+80,825
+332% +$1.14M ﹤0.01% 1424
2025
Q4 		$325K Buy
24,319
+5,094
+26% +$69.8K ﹤0.01% 2119
2025
Q3 		$253K Buy
19,225
+8,200
+74% +$108K ﹤0.01% 2219
2025
Q2 		$143K Buy
11,025
+18
+0.2% +$232 ﹤0.01% 2285
2025
Q1 		$136K Sell
11,007
-648
-6% -$8.3K ﹤0.01% 2133
2024
Q4 		$146K Buy
+11,655
New +$155K ﹤0.01% 2180
2023
Q2 		– Sell
-10,684
Closed -$134K – 2167
2023
Q1 		$134K Buy
+10,684
New +$149K ﹤0.01% 1851

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

Corient Private Wealth's TFSL Position: Q2 2026 in Review

Corient Private Wealth increased its TFS Financial (TFSL) stake by 4.1% in Q2 2026, buying an estimated $67.8K and bringing the position to 109,494 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Corient Private Wealth first reported a position in TFSL in Q1 2023 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Corient Private Wealth held 109,494 shares of TFS Financial worth $1.94M as of Q2 2026.
  • Corient Private Wealth bought 4,350 TFS Financial shares in Q2 2026, an estimated $67.8K.
  • TFS Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1417 holding.
  • Corient Private Wealth first reported a position in TFS Financial in Q1 2023 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.