JWA
TFSL icon

JFS Wealth Advisors’s TFS Financial TFSL Stock Holding History

JFS Wealth 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
2026
Q2 		$2.27K Buy
128
+45
+54% +$702 ﹤0.01% 1567
2026
Q1 		$1.17K Sell
83
-55
-40% -$778 ﹤0.01% 1642
2025
Q4 		$1.85K Buy
138
+36
+35% +$493 ﹤0.01% 1572
2025
Q3 		$1.34K Sell
102
-7
-6% -$93 ﹤0.01% 1545
2025
Q2 		$1.41K Buy
109
+28
+35% +$361 ﹤0.01% 1484
2025
Q1 		$1K Sell
81
-6
-7% -$77 ﹤0.01% 1643
2024
Q4 		$1.09K Buy
87
+19
+28% +$253 ﹤0.01% 1657
2024
Q3 		$875 Buy
68
+39
+134% +$514 ﹤0.01% 1726
2024
Q2 		$366 Hold
29
– – ﹤0.01% 1841
2024
Q1 		$365 Hold
29
– – ﹤0.01% 1838
2023
Q4 		$427 Sell
29
-52
-64% -$672 ﹤0.01% 1828
2023
Q3 		$958 Buy
81
+24
+42% +$322 ﹤0.01% 1608
2023
Q2 		$717 Hold
57
– – ﹤0.01% 1694
2023
Q1 		$720 Sell
57
-33
-37% -$461 ﹤0.01% 1662
2022
Q4 		$1.3K Sell
90
-2
-2% -$27 ﹤0.01% 1527
2022
Q3 		$1K Buy
92
+55
+149% +$780 ﹤0.01% 1658
2022
Q2 		$1K Sell
37
-37
-50% -$544 ﹤0.01% 1648
2022
Q1 		$1K Buy
74
+45
+155% +$774 ﹤0.01% 1739
2021
Q4 		$1K Buy
+29
New +$553 ﹤0.01% 1576

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

JFS Wealth Advisors's TFSL Position: Q2 2026 in Review

JFS Wealth Advisors increased its TFS Financial (TFSL) stake by 54% in Q2 2026, buying an estimated $702 and bringing the position to 128 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

JFS Wealth Advisors first reported a position in TFSL in Q4 2021 and has held it in 19 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • JFS Wealth Advisors held 128 shares of TFS Financial worth $2.27K as of Q2 2026.
  • JFS Wealth Advisors bought 45 TFS Financial shares in Q2 2026, an estimated $702.
  • TFS Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1567 holding.
  • JFS Wealth Advisors first reported a position in TFS Financial in Q4 2021 and has held it in 19 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.