GIA
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Gateway Investment Advisers’s TFS Financial TFSL Stock Holding History

Gateway Investment Advisers’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
Q3 		$403K Buy
24,853
+747
+3% +$13.1K ﹤0.01% 713
2026
Q2 		$427K Hold
24,106
– – ﹤0.01% 628
2026
Q1 		$339K Buy
+24,106
New +$341K ﹤0.01% 581

Other funds holding TFSL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Gateway Investment Advisers's TFSL Position: Q3 2026 in Review

Gateway Investment Advisers increased its TFS Financial (TFSL) stake by 3.1% in Q3 2026, buying an estimated $13.1K and bringing the position to 24,853 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Gateway Investment Advisers first reported a position in TFSL in Q1 2026 and has held it in 3 quarters since. The position peaked at $427K in Q2 2026. 14 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Gateway Investment Advisers held 24,853 shares of TFS Financial worth $403K as of Q3 2026.
  • Gateway Investment Advisers bought 747 TFS Financial shares in Q3 2026, an estimated $13.1K.
  • TFS Financial made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #713 holding.
  • Gateway Investment Advisers first reported a position in TFS Financial in Q1 2026 and has held it in 3 quarters since.
  • Gateway Investment Advisers's TFS Financial position peaked at $427K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.