Hennion & Walsh Asset Management’s TFS Financial TFSL Stock Holding History

Hennion & Walsh Asset 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	$301K	Buy	17,006 +1,671	+11%	+$26.1K	0.01%	848
2026 Q1	$215K	Buy	+15,335	New	+$217K	0.01%	889
2023 Q4	–	Sell	-20,587	Closed	-$243K	–	871
2023 Q3	$243K	Sell	20,587 -13,065	-39%	-$175K	0.02%	700
2023 Q2	$423K	Sell	33,652 -16,343	-33%	-$198K	0.03%	563
2023 Q1	$631K	Sell	49,995 -8,266	-14%	-$115K	0.04%	454
2022 Q4	$840K	Sell	58,261 -7,115	-11%	-$97.2K	0.05%	375
2022 Q3	$850K	Buy	65,376 +14,565	+29%	+$206K	0.06%	365
2022 Q2	$698K	Buy	50,811 +10,885	+27%	+$160K	0.04%	410
2022 Q1	$663K	Buy	39,926 +4,306	+12%	+$74.1K	0.04%	447
2021 Q4	$637K	Buy	35,620 +992	+3%	+$18.9K	0.03%	479
2021 Q3	$660K	Buy	34,628 +347	+1%	+$6.77K	0.03%	448
2021 Q2	$696K	Buy	34,281 +63	+0.2%	+$1.31K	0.04%	445
2021 Q1	$697K	Buy	+34,218	New	+$667K	0.04%	434

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

Hennion & Walsh Asset Management's TFSL Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its TFS Financial (TFSL) stake by 11% in Q2 2026, buying an estimated $26.1K and bringing the position to 17,006 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #848.

Hennion & Walsh Asset Management first reported a position in TFSL in Q1 2021 and has held it in 13 quarters since. The position peaked at $850K in Q3 2022. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Hennion & Walsh Asset Management held 17,006 shares of TFS Financial worth $301K as of Q2 2026.
Hennion & Walsh Asset Management bought 1,671 TFS Financial shares in Q2 2026, an estimated $26.1K.
TFS Financial made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #848 holding.
Hennion & Walsh Asset Management first reported a position in TFS Financial in Q1 2021 and has held it in 13 quarters since.
Hennion & Walsh Asset Management's TFS Financial position peaked at $850K in Q3 2022.
235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.