EWP
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Elevation Wealth Partners’s TFS Financial TFSL Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.58K Hold
468
– – ﹤0.01% 991
2026
Q2 		$8.29K Buy
+468
New +$7.3K ﹤0.01% 872
2026
Q1 		– Sell
-3,628
Closed -$48.5K – 1137
2025
Q4 		$48.5K Buy
+3,628
New +$49.7K 0.02% 244

Other funds holding TFSL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Elevation Wealth Partners's TFSL Position: Q3 2026 in Review

Elevation Wealth Partners held its TFS Financial (TFSL) position steady in Q3 2026 at 468 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Elevation Wealth Partners first reported a position in TFSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.5K in Q4 2025. 13 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Elevation Wealth Partners held 468 shares of TFS Financial worth $7.58K as of Q3 2026.
  • Elevation Wealth Partners left its TFS Financial share count unchanged in Q3 2026.
  • TFS Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #991 holding.
  • Elevation Wealth Partners first reported a position in TFS Financial in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's TFS Financial position peaked at $48.5K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.