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Integrated Wealth Concepts’s TFS Financial TFSL Stock Holding History

Integrated Wealth Concepts’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 		$1.08K Buy
+61
New +$951 ﹤0.01% 5517

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

Integrated Wealth Concepts's TFSL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TFS Financial (TFSL) in Q2 2026: 61 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #5517 among its holdings.

235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Integrated Wealth Concepts held 61 shares of TFS Financial worth $1.08K as of Q2 2026.
  • TFS Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5517 holding.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.