Curio Wealth’s TFS Financial TFSL Stock Holding History

Curio 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	–	Sell	-3	Closed	-$42	–	1015
2026 Q1	$42	Buy	+3	New	+$42	﹤0.01%	1159

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

Curio Wealth's TFSL Position: Q2 2026 in Review

Curio Wealth sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 3 shares — an estimated $42 sold.

Curio Wealth first reported a position in TFSL in Q1 2026 and held it in 1 quarter. The position peaked at $42 in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Curio Wealth reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 TFS Financial shares in Q2 2026, an estimated $42.
Curio Wealth first reported a position in TFS Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's TFS Financial position peaked at $42 in Q1 2026.
235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.