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DiNuzzo Private Wealth’s TFS Financial TFSL Stock Holding History

DiNuzzo 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 		$390 Hold
22
– – ﹤0.01% 1159
2026
Q1 		$310 Hold
22
– – ﹤0.01% 1186
2025
Q4 		$295 Hold
22
– – ﹤0.01% 1201
2025
Q3 		$310 Hold
22
– – ﹤0.01% 1199
2025
Q2 		$285 Hold
22
– – ﹤0.01% 1202
2025
Q1 		$273 Hold
22
– – ﹤0.01% 1191
2024
Q4 		$277 Sell
22
-3
-12% -$40 ﹤0.01% 1226
2024
Q3 		$322 Buy
25
+6
+32% +$79 ﹤0.01% 1227
2024
Q2 		$240 Buy
19
+3
+19% +$38 ﹤0.01% 1237
2024
Q1 		$201 Hold
16
– – ﹤0.01% 1198
2023
Q4 		$236 Buy
+16
New +$207 ﹤0.01% 1186

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

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

DiNuzzo Private Wealth held its TFS Financial (TFSL) position steady in Q2 2026 at 22 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

DiNuzzo Private Wealth first reported a position in TFSL in Q4 2023 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • DiNuzzo Private Wealth held 22 shares of TFS Financial worth $390 as of Q2 2026.
  • DiNuzzo Private Wealth left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1159 holding.
  • DiNuzzo Private Wealth first reported a position in TFS Financial in Q4 2023 and has held it in 11 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.