GWN Securities’s TFS Financial TFSL Stock Holding History

GWN Securities’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
2025 Q2	–	Sell	-11,208	Closed	-$150K	–	687
2025 Q1	$150K	Buy	+11,208	New	+$144K	0.01%	677

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

GWN Securities's TFSL Position: Q2 2025 in Review

GWN Securities sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 11,208 shares — an estimated $150K sold.

GWN Securities first reported a position in TFSL in Q1 2025 and held it in 1 quarter. The position peaked at $150K in Q1 2025. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

GWN Securities reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 11,208 TFS Financial shares in Q2 2025, an estimated $150K.
GWN Securities first reported a position in TFS Financial in Q1 2025 and held it in 1 quarter.
GWN Securities's TFS Financial position peaked at $150K in Q1 2025.
177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.