HWAM
TFSL icon

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
Q3 		$271K Sell
16,712
-294
-2% -$5.16K 0.01% 883
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

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Hennion & Walsh Asset Management's TFSL Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its TFS Financial (TFSL) stake by 1.7% in Q3 2026, selling an estimated $5.16K and leaving 16,712 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #883.

Hennion & Walsh Asset Management first reported a position in TFSL in Q1 2021 and has held it in 14 quarters since. The position peaked at $850K in Q3 2022. 13 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Hennion & Walsh Asset Management held 16,712 shares of TFS Financial worth $271K as of Q3 2026.
  • Hennion & Walsh Asset Management sold 294 TFS Financial shares in Q3 2026, an estimated $5.16K.
  • TFS Financial made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #883 holding.
  • Hennion & Walsh Asset Management first reported a position in TFS Financial in Q1 2021 and has held it in 14 quarters since.
  • Hennion & Walsh Asset Management's TFS Financial position peaked at $850K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.