James T. Borello
TFSL icon

James T. Borello’s TFS Financial TFSL Stock Holding History

James T. Borello’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 		$2.25K Hold
139
– – ﹤0.01% 903
2026
Q2 		$2.46K Hold
139
– – ﹤0.01% 918
2026
Q1 		$1.95K Sell
139
-1
-0.7% -$14 ﹤0.01% 926
2025
Q4 		$1.87K Hold
140
– – ﹤0.01% 792
2025
Q3 		$1.84K Buy
+140
New +$1.85K ﹤0.01% 740

Other funds holding TFSL

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Sage Investment Counsel
Sage Investment Counsel Franklin, Tennessee $100M AUM 13.58% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

James T. Borello's TFSL Position: Q3 2026 in Review

James T. Borello held its TFS Financial (TFSL) position steady in Q3 2026 at 139 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

James T. Borello first reported a position in TFSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.46K in Q2 2026. 58 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • James T. Borello held 139 shares of TFS Financial worth $2.25K as of Q3 2026.
  • James T. Borello left its TFS Financial share count unchanged in Q3 2026.
  • TFS Financial made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #903 holding.
  • James T. Borello first reported a position in TFS Financial in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's TFS Financial position peaked at $2.46K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.