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Maridea Wealth Management’s TFS Financial TFSL Stock Holding History

Maridea Wealth Management’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 		$734K Buy
41,425
+2,710
+7% +$42.3K 0.08% 235
2026
Q1 		$544K Sell
38,715
-10
-0% -$141 0.08% 240
2025
Q4 		$518K Sell
38,725
-137
-0.4% -$1.88K 0.08% 245
2025
Q3 		$515K Sell
38,862
-404
-1% -$5.34K 0.08% 243
2025
Q2 		$508K Buy
39,266
+714
+2% +$9.19K 0.13% 150
2025
Q1 		$478K Buy
38,552
+73
+0.2% +$935 0.16% 132
2024
Q4 		$483K Buy
+38,479
New +$512K 0.16% 112

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

Maridea Wealth Management's TFSL Position: Q2 2026 in Review

Maridea Wealth Management increased its TFS Financial (TFSL) stake by 7% in Q2 2026, buying an estimated $42.3K and bringing the position to 41,425 shares worth $734K. The position accounts for 0.08% of the portfolio, ranked #235.

Maridea Wealth Management first reported a position in TFSL in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Maridea Wealth Management held 41,425 shares of TFS Financial worth $734K as of Q2 2026.
  • Maridea Wealth Management bought 2,710 TFS Financial shares in Q2 2026, an estimated $42.3K.
  • TFS Financial made up 0.08% of Maridea Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Maridea Wealth Management first reported a position in TFS Financial in Q4 2024 and has held it in 7 quarters since.
  • 236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.