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Focus Partners Wealth’s
TFS Financial
TFSL
Stock Holding History
Focus Partners Wealth’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
$656K
Sell
46,678
-5,537
-11%
-$78.3K
﹤0.01%
1802
2025
Q4
$699K
Buy
52,215
+3,647
+8%
+$49.9K
﹤0.01%
1789
2025
Q3
$640K
Sell
48,568
-1,644
-3%
-$21.7K
﹤0.01%
1496
2025
Q2
$650K
Buy
50,212
+496
+1%
+$6.39K
﹤0.01%
1309
2025
Q1
$616K
Sell
49,716
-476
-0.9%
-$6.1K
﹤0.01%
1247
2024
Q4
$630K
Sell
50,192
-110
-0.2%
-$1.46K
﹤0.01%
1224
2024
Q3
$647K
Buy
+50,302
New
+$663K
﹤0.01%
1071
Other funds holding TFSL
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
New York
$63.9B AUM
45.56%
1-Year Est. Return
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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