Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$650K Buy
50,212
+496
+1% +$6.42K ﹤0.01% 1301
2025
Q1 		$616K Sell
49,716
-476
-0.9% -$5.9K ﹤0.01% 1238
2024
Q4 		$630K Sell
50,192
-110
-0.2% -$1.38K ﹤0.01% 1213
2024
Q3 		$647K Buy
+50,302
New +$647K ﹤0.01% 1059