HWM
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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
Q2 		$382K Sell
21,541
-3,194
-13% -$49.8K ﹤0.01% 1248
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

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

HB Wealth Management's TFSL Position: Q2 2026 in Review

HB Wealth Management reduced its TFS Financial (TFSL) stake by 13% in Q2 2026, selling an estimated $49.8K and leaving 21,541 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

HB Wealth Management first reported a position in TFSL in Q2 2023 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • HB Wealth Management held 21,541 shares of TFS Financial worth $382K as of Q2 2026.
  • HB Wealth Management sold 3,194 TFS Financial shares in Q2 2026, an estimated $49.8K.
  • TFS Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1248 holding.
  • HB Wealth Management first reported a position in TFS Financial in Q2 2023 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.