Focus Partners Wealth
TFSL icon

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
Q2 		$903K Buy
50,931
+4,253
+9% +$66.3K ﹤0.01% 1685
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
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

Focus Partners Wealth's TFSL Position: Q2 2026 in Review

Focus Partners Wealth increased its TFS Financial (TFSL) stake by 9.1% in Q2 2026, buying an estimated $66.3K and bringing the position to 50,931 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Focus Partners Wealth first reported a position in TFSL in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Focus Partners Wealth held 50,931 shares of TFS Financial worth $903K as of Q2 2026.
  • Focus Partners Wealth bought 4,253 TFS Financial shares in Q2 2026, an estimated $66.3K.
  • TFS Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1685 holding.
  • Focus Partners Wealth first reported a position in TFS Financial in Q3 2024 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.