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
Q1 		$1.47M Buy
105,144
+57,562
+121% +$814K ﹤0.01% 1424
2025
Q4 		$637K Buy
47,582
+28,357
+148% +$388K ﹤0.01% 2172
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

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