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Dogwood Wealth Management’s TFS Financial TFSL Stock Holding History

Dogwood Wealth Management’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
-15
Closed -$211 – 919
2026
Q1 		$211 Hold
15
– – ﹤0.01% 825
2025
Q4 		$201 Hold
15
– – ﹤0.01% 694
2025
Q3 		$198 Buy
+15
New +$198 ﹤0.01% 693

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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
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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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

Dogwood Wealth Management's TFSL Position: Q2 2026 in Review

Dogwood Wealth Management sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 15 shares — an estimated $211 sold.

Dogwood Wealth Management first reported a position in TFSL in Q3 2025 and held it in 3 quarters. The position peaked at $211 in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Dogwood Wealth Management reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 15 TFS Financial shares in Q2 2026, an estimated $211.
  • Dogwood Wealth Management first reported a position in TFS Financial in Q3 2025 and held it in 3 quarters.
  • Dogwood Wealth Management's TFS Financial position peaked at $211 in Q1 2026.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.