EWA
TFSL icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return