MassMutual Private Wealth & Trust
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
Q3 		$1.99K Sell
123
-151
-55% -$2.65K ﹤0.01% 1940
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% +$1.58K ﹤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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

MassMutual Private Wealth & Trust's TFSL Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its TFS Financial (TFSL) stake by 55% in Q3 2026, selling an estimated $2.65K and leaving 123 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

MassMutual Private Wealth & Trust first reported a position in TFSL in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.09K in Q2 2025. 177 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • MassMutual Private Wealth & Trust held 123 shares of TFS Financial worth $1.99K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 151 TFS Financial shares in Q3 2026, an estimated $2.65K.
  • TFS Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1940 holding.
  • MassMutual Private Wealth & Trust first reported a position in TFS Financial in Q1 2021 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's TFS Financial position peaked at $5.09K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.