HighTower Advisors
TFSL icon

HighTower Advisors’s TFS Financial TFSL Stock Holding History

HighTower Advisors’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
Q4 		– Sell
-22,616
Closed -$298K – 3954
2025
Q3 		$298K Sell
22,616
-15,309
-40% -$202K ﹤0.01% 3050
2025
Q2 		$491K Sell
37,925
-14,764
-28% -$190K ﹤0.01% 2544
2025
Q1 		$653K Sell
52,689
-11,503
-18% -$147K ﹤0.01% 2260
2024
Q4 		$806K Sell
64,192
-695
-1% -$9.25K ﹤0.01% 2121
2024
Q3 		$833K Sell
64,887
-6,771
-9% -$89.2K ﹤0.01% 2041
2024
Q2 		$904K Sell
71,658
-5,784
-7% -$72.8K ﹤0.01% 1910
2024
Q1 		$972K Buy
77,442
+2,331
+3% +$30.8K ﹤0.01% 1819
2023
Q4 		$1.1M Sell
75,111
-7,397
-9% -$95.6K ﹤0.01% 1798
2023
Q3 		$975K Buy
82,508
+54
+0.1% +$723 ﹤0.01% 1783
2023
Q2 		$1.04M Sell
82,454
-1,697
-2% -$20.6K ﹤0.01% 1734
2023
Q1 		$1.06M Buy
84,151
+496
+0.6% +$6.92K ﹤0.01% 1633
2022
Q4 		$1.21M Sell
83,655
-7,180
-8% -$98.1K ﹤0.01% 1575
2022
Q3 		$1.18M Buy
90,835
+1,048
+1% +$14.9K ﹤0.01% 1518
2022
Q2 		$1.23M Sell
89,787
-292
-0.3% -$4.3K ﹤0.01% 1519
2022
Q1 		$1.5M Buy
90,079
+14,607
+19% +$251K ﹤0.01% 1539
2021
Q4 		$1.35M Buy
75,472
+11,216
+17% +$214K ﹤0.01% 1597
2021
Q3 		$1.23M Sell
64,256
-89
-0.1% -$1.74K ﹤0.01% 1542
2021
Q2 		$1.31M Buy
64,345
+343
+0.5% +$7.14K ﹤0.01% 1485
2021
Q1 		$1.3M Buy
64,002
+2
+0% +$39 ﹤0.01% 1426
2020
Q4 		$1.13M Buy
64,000
+36,343
+131% +$605K ﹤0.01% 1197
2020
Q3 		$406K Sell
27,657
-226
-0.8% -$3.29K ﹤0.01% 1668
2020
Q2 		$399K Sell
27,883
-5,043
-15% -$72.6K ﹤0.01% 1580
2020
Q1 		$503K Buy
32,926
+48
+0.1% +$940 ﹤0.01% 1330
2019
Q4 		$647K Buy
32,878
+1
+0% +$19 ﹤0.01% 1333
2019
Q3 		$592K Buy
32,877
+231
+0.7% +$4.14K ﹤0.01% 1435
2019
Q2 		$590K Buy
+32,646
New +$557K ﹤0.01% 1435

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors's TFSL Position: Q4 2025 in Review

HighTower Advisors sold out of TFS Financial (TFSL) in Q4 2025, closing a stake of 22,616 shares — an estimated $298K sold.

HighTower Advisors first reported a position in TFSL in Q2 2019 and held it in 26 quarters. The position peaked at $1.5M in Q1 2022. 204 funds tracked by Wall St. Rank hold TFSL as of Q4 2025.

  • HighTower Advisors reported no remaining TFS Financial position as of Q4 2025 after selling out during the quarter.
  • HighTower Advisors sold 22,616 TFS Financial shares in Q4 2025, an estimated $298K.
  • HighTower Advisors first reported a position in TFS Financial in Q2 2019 and held it in 26 quarters.
  • HighTower Advisors's TFS Financial position peaked at $1.5M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held TFS Financial as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.