MPWT
TFSL icon

MassMutual Private Wealth & Trust’s TFS Financial TFSL Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.86K Hold
274
– – ﹤0.01% 1696
2026
Q1 		$3.85K Hold
274
– – ﹤0.01% 1767
2025
Q4 		$3.67K Hold
274
– – ﹤0.01% 1808
2025
Q3 		$3.61K Sell
274
-119
-30% -$1.57K ﹤0.01% 1799
2025
Q2 		$5.09K Buy
393
+119
+43% +$1.53K ﹤0.01% 1630
2025
Q1 		$3.4K Buy
274
+123
+81% +$1.57K ﹤0.01% 1747
2024
Q4 		$1.9K Sell
151
-20
-12% -$266 ﹤0.01% 1853
2024
Q3 		$2.2K Sell
171
-84
-33% -$1.11K ﹤0.01% 1632
2024
Q2 		$3.22K Buy
255
+104
+69% +$1.31K ﹤0.01% 1479
2024
Q1 		$1.9K Hold
151
– – ﹤0.01% 1557
2023
Q4 		$2.22K Buy
+151
New +$1.95K ﹤0.01% 1471
2023
Q2 		– Sell
-185
Closed -$2.34K – 2015
2023
Q1 		$2.34K Buy
+185
New +$2.58K ﹤0.01% 1373
2022
Q4 		– Sell
-163
Closed -$2K – 1853
2022
Q3 		$2K Buy
+163
New +$2.31K ﹤0.01% 1293
2022
Q2 		– Sell
-30
Closed – – 1708
2022
Q1 		$0 Sell
30
-97
-76% -$1.67K ﹤0.01% 1630
2021
Q4 		$2K Sell
127
-3
-2% -$57 ﹤0.01% 1127
2021
Q3 		$2K Buy
130
+3
+2% +$59 ﹤0.01% 1090
2021
Q2 		$3K Hold
127
– – ﹤0.01% 957
2021
Q1 		$3K Buy
+127
New +$2.47K ﹤0.01% 822

Other funds holding TFSL

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

MassMutual Private Wealth & Trust's TFSL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its TFS Financial (TFSL) position steady in Q2 2026 at 274 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

MassMutual Private Wealth & Trust first reported a position in TFSL in Q1 2021 and has held it in 18 quarters since. The position peaked at $5.09K in Q2 2025. 65 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 274 shares of TFS Financial worth $4.86K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its TFS Financial share count unchanged in Q2 2026.
  • TFS Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1696 holding.
  • MassMutual Private Wealth & Trust first reported a position in TFS Financial in Q1 2021 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's TFS Financial position peaked at $5.09K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.