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Cornerstone Planning Group’s TFS Financial TFSL Stock Holding History

Cornerstone Planning Group’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 		$677 Hold
37
– – ﹤0.01% 1604
2026
Q1 		$548 Buy
37
+1
+3% +$14 ﹤0.01% 1621
2025
Q4 		$505 Sell
36
-84
-70% -$1.15K ﹤0.01% 1511
2025
Q3 		$5.88K Buy
120
+85
+243% +$1.12K ﹤0.01% 912
2025
Q2 		$450 Hold
35
– – ﹤0.01% 1329
2025
Q1 		$447 Buy
+35
New +$448 ﹤0.01% 1333

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

Cornerstone Planning Group's TFSL Position: Q2 2026 in Review

Cornerstone Planning Group held its TFS Financial (TFSL) position steady in Q2 2026 at 37 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Cornerstone Planning Group first reported a position in TFSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.88K in Q3 2025. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Cornerstone Planning Group held 37 shares of TFS Financial worth $677 as of Q2 2026.
  • Cornerstone Planning Group left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1604 holding.
  • Cornerstone Planning Group first reported a position in TFS Financial in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's TFS Financial position peaked at $5.88K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.