LRI Investments’s TFS Financial TFSL Stock Holding History

LRI Investments’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	$159	Buy	+9	New	+$140	﹤0.01%	1783

Other funds holding TFSL

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

LRI Investments's TFSL Position: Q2 2026 in Review

LRI Investments opened a new position in TFS Financial (TFSL) in Q2 2026: 9 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings.

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

LRI Investments held 9 shares of TFS Financial worth $159 as of Q2 2026.
TFS Financial was a new LRI Investments position in Q2 2026.
TFS Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1783 holding.
65 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.