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Larson Financial Group’s TFS Financial TFSL Stock Holding History

Larson Financial Group’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 		$16.4K Hold
924
– – ﹤0.01% 2122
2026
Q1 		$13K Hold
924
– – ﹤0.01% 2092
2025
Q4 		$12.4K Hold
924
– – ﹤0.01% 1997
2025
Q3 		$12.2K Hold
924
– – ﹤0.01% 1920
2025
Q2 		$12K Buy
+924
New +$11.9K ﹤0.01% 1721
2024
Q3 		– Sell
-82
Closed -$1.03K – 2766
2024
Q2 		$1.03K Buy
+82
New +$1.03K ﹤0.01% 1704

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

Larson Financial Group's TFSL Position: Q2 2026 in Review

Larson Financial Group held its TFS Financial (TFSL) position steady in Q2 2026 at 924 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Larson Financial Group first reported a position in TFSL in Q2 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Larson Financial Group held 924 shares of TFS Financial worth $16.4K as of Q2 2026.
  • Larson Financial Group left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2122 holding.
  • Larson Financial Group first reported a position in TFS Financial in Q2 2024 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.