LWA
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Lineweaver Wealth Advisors’s TFS Financial TFSL Stock Holding History

Lineweaver 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 		$191K Buy
10,806
+445
+4% +$6.94K 0.02% 180
2026
Q1 		$146K Buy
10,361
+168
+2% +$2.38K 0.02% 166
2025
Q4 		$136K Buy
+10,193
New +$140K 0.02% 179

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

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

Lineweaver Wealth Advisors increased its TFS Financial (TFSL) stake by 4.3% in Q2 2026, buying an estimated $6.94K and bringing the position to 10,806 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #180.

Lineweaver Wealth Advisors first reported a position in TFSL in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Lineweaver Wealth Advisors held 10,806 shares of TFS Financial worth $191K as of Q2 2026.
  • Lineweaver Wealth Advisors bought 445 TFS Financial shares in Q2 2026, an estimated $6.94K.
  • TFS Financial made up 0.02% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Lineweaver Wealth Advisors first reported a position in TFS Financial in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.