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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
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

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Elevation Wealth Partners's TFSL Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in TFS Financial (TFSL) in Q2 2026: 468 shares worth $8.29K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in TFSL as recently as Q4 2025.

Elevation Wealth Partners first reported a position in TFSL in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.5K in Q4 2025. 57 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Elevation Wealth Partners held 468 shares of TFS Financial worth $8.29K as of Q2 2026.
  • TFS Financial was a new Elevation Wealth Partners position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #872 holding.
  • Elevation Wealth Partners first reported a position in TFS Financial in Q4 2025 and has held it in 2 quarters since.
  • Elevation Wealth Partners's TFS Financial position peaked at $48.5K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.