HWM
TFSL icon

HB Wealth Management’s TFS Financial TFSL Stock Holding History

HB Wealth Management’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
Q1 		$348K Buy
24,735
+2,434
+11% +$34.4K ﹤0.01% 1139
2025
Q4 		$298K Buy
22,301
+4,252
+24% +$58.2K ﹤0.01% 1140
2025
Q3 		$238K Buy
18,049
+491
+3% +$6.49K ﹤0.01% 1188
2025
Q2 		$227K Buy
17,558
+7,543
+75% +$97.1K ﹤0.01% 1058
2025
Q1 		$124K Buy
+10,015
New +$128K ﹤0.01% 1167
2023
Q4 		– Sell
-17,254
Closed -$204K – 825
2023
Q3 		$204K Sell
17,254
-124
-0.7% -$1.66K ﹤0.01% 710
2023
Q2 		$218K Buy
+17,378
New +$211K ﹤0.01% 651

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LCM
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Renaissance Technologies
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State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return