FDW
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Fourth Dimension Wealth’s TFS Financial TFSL Stock Holding History

Fourth Dimension 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 		$14K Buy
792
+5
+0.6% +$78 ﹤0.01% 428
2026
Q1 		$11.1K Buy
787
+7
+0.9% +$99 ﹤0.01% 408
2025
Q4 		$10.4K Sell
780
-216
-22% -$2.96K ﹤0.01% 413
2025
Q3 		$13.1K Sell
996
-440
-31% -$5.82K 0.01% 386
2025
Q2 		$18.6K Buy
1,436
+7
+0.5% +$90 0.01% 330
2025
Q1 		$17.7K Buy
1,429
+7
+0.5% +$90 0.01% 331
2024
Q4 		$17.9K Buy
+1,422
New +$18.9K 0.01% 338

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

Fourth Dimension Wealth's TFSL Position: Q2 2026 in Review

Fourth Dimension Wealth increased its TFS Financial (TFSL) stake by 0.64% in Q2 2026, buying an estimated $78 and bringing the position to 792 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Fourth Dimension Wealth first reported a position in TFSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6K in Q2 2025. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Fourth Dimension Wealth held 792 shares of TFS Financial worth $14K as of Q2 2026.
  • Fourth Dimension Wealth bought 5 TFS Financial shares in Q2 2026, an estimated $78.
  • TFS Financial made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #428 holding.
  • Fourth Dimension Wealth first reported a position in TFS Financial in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's TFS Financial position peaked at $18.6K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.