Envestnet Asset Management
TFSL icon

Envestnet Asset Management’s TFS Financial TFSL Stock Holding History

Envestnet Asset 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 		$312K Buy
17,601
+1,838
+12% +$28.7K ﹤0.01% 4397
2026
Q1 		$221K Buy
15,763
+944
+6% +$13.3K ﹤0.01% 4460
2025
Q4 		$198K Buy
14,819
+1,423
+11% +$19.5K ﹤0.01% 4271
2025
Q3 		$176K Sell
13,396
-4,974
-27% -$65.7K ﹤0.01% 4346
2025
Q2 		$238K Buy
18,370
+148
+0.8% +$1.91K ﹤0.01% 4153
2025
Q1 		$226K Sell
18,222
-2,092
-10% -$26.8K ﹤0.01% 4084
2024
Q4 		$255K Sell
20,314
-2,622
-11% -$34.9K ﹤0.01% 3975
2024
Q3 		$295K Sell
22,936
-856
-4% -$11.3K ﹤0.01% 3832
2024
Q2 		$300K Buy
23,792
+1,862
+8% +$23.4K ﹤0.01% 3735
2024
Q1 		$275K Buy
+21,930
New +$290K ﹤0.01% 3768
2023
Q4 		– Sell
-10,371
Closed -$123K – 4164
2023
Q3 		$123K Sell
10,371
-1,428
-12% -$19.1K ﹤0.01% 3840
2023
Q2 		$148K Buy
+11,799
New +$143K ﹤0.01% 3776
2020
Q1 		– Sell
-27,484
Closed -$541K – 3131
2019
Q4 		$541K Buy
27,484
+6,698
+32% +$129K ﹤0.01% 2412
2019
Q3 		$375K Sell
20,786
-4,404
-17% -$78.9K ﹤0.01% 2527
2019
Q2 		$455K Sell
25,190
-2,138
-8% -$36.5K ﹤0.01% 2444
2019
Q1 		$450K Buy
+27,328
New +$457K ﹤0.01% 2412

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

Envestnet Asset Management's TFSL Position: Q2 2026 in Review

Envestnet Asset Management increased its TFS Financial (TFSL) stake by 12% in Q2 2026, buying an estimated $28.7K and bringing the position to 17,601 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #4397.

Envestnet Asset Management first reported a position in TFSL in Q1 2019 and has held it in 16 quarters since. The position peaked at $541K in Q4 2019. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Envestnet Asset Management held 17,601 shares of TFS Financial worth $312K as of Q2 2026.
  • Envestnet Asset Management bought 1,838 TFS Financial shares in Q2 2026, an estimated $28.7K.
  • TFS Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4397 holding.
  • Envestnet Asset Management first reported a position in TFS Financial in Q1 2019 and has held it in 16 quarters since.
  • Envestnet Asset Management's TFS Financial position peaked at $541K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.