EverSource Wealth Advisors’s TFS Financial TFSL Stock Holding History

EverSource Wealth Advisors’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	$42.9K	Sell	2,419 -287	-11%	-$4.48K	﹤0.01%	1877
2026 Q1	$38K	Buy	2,706 +841	+45%	+$11.9K	﹤0.01%	2088
2025 Q4	$25K	Buy	1,865 +91	+5%	+$1.25K	﹤0.01%	2242
2025 Q3	$23.4K	Buy	1,774 +19	+1%	+$251	﹤0.01%	2257
2025 Q2	$22.7K	Buy	1,755 +1,129	+180%	+$14.5K	﹤0.01%	2199
2025 Q1	$7.76K	Buy	626 +300	+92%	+$3.84K	﹤0.01%	2261
2024 Q4	$4.09K	Buy	326 +78	+31%	+$1.04K	﹤0.01%	2437
2024 Q3	$3.19K	Sell	248 -18	-7%	-$237	﹤0.01%	2398
2024 Q2	$3.61K	Buy	266 +126	+90%	+$1.58K	﹤0.01%	2332
2024 Q1	$1.68K	Buy	140 +84	+150%	+$1.11K	﹤0.01%	2436
2023 Q4	$822	Buy	56 +31	+124%	+$401	﹤0.01%	2436
2023 Q3	$296	Hold	25	–	–	﹤0.01%	2431
2023 Q2	$314	Buy	+25	New	+$303	﹤0.01%	2394

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

EverSource Wealth Advisors's TFSL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TFS Financial (TFSL) stake by 11% in Q2 2026, selling an estimated $4.48K and leaving 2,419 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

EverSource Wealth Advisors first reported a position in TFSL in Q2 2023 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

EverSource Wealth Advisors held 2,419 shares of TFS Financial worth $42.9K as of Q2 2026.
EverSource Wealth Advisors sold 287 TFS Financial shares in Q2 2026, an estimated $4.48K.
TFS Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1877 holding.
EverSource Wealth Advisors first reported a position in TFS Financial in Q2 2023 and has held it in 13 quarters since.
235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.