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Navigoe Wealth Management’s TFS Financial TFSL Stock Holding History

Navigoe 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 		$0 Buy
+10
New +$156 ﹤0.01% 1102

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

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

Navigoe Wealth Management opened a new position in TFS Financial (TFSL) in Q2 2026: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

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

  • Navigoe Wealth Management held 10 shares of TFS Financial worth $0 as of Q2 2026.
  • TFS Financial was a new Navigoe Wealth Management position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1102 holding.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.