Northwestern Mutual Wealth Management
TFSL icon

Northwestern Mutual Wealth Management’s TFS Financial TFSL Stock Holding History

Northwestern Mutual 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 		– Sell
-500
Closed -$7.03K – 4448
2026
Q1 		$7.03K Buy
+500
New +$7.07K ﹤0.01% 3193
2024
Q3 		– Sell
-1,258
Closed -$15.9K – 3846
2024
Q2 		$15.9K Buy
+1,258
New +$15.8K ﹤0.01% 2480
2024
Q1 		– Sell
-2,000
Closed -$29.4K – 3804
2023
Q4 		$29.4K Buy
+2,000
New +$25.9K ﹤0.01% 2265
2023
Q2 		– Sell
-750
Closed -$9.47K – 3602
2023
Q1 		$9.47K Sell
750
-1,000
-57% -$14K ﹤0.01% 2522
2022
Q4 		$25.2K Buy
1,750
+1,719
+5,545% +$23.5K ﹤0.01% 2169
2022
Q3 		$0 Hold
31
– – ﹤0.01% 3390
2022
Q2 		$0 Hold
31
– – ﹤0.01% 3467
2022
Q1 		$1K Hold
31
– – ﹤0.01% 3032
2021
Q4 		$1K Hold
31
– – ﹤0.01% 3066
2021
Q3 		$1K Hold
31
– – ﹤0.01% 2954
2021
Q2 		$1K Buy
+31
New +$645 ﹤0.01% 2927
2017
Q1 		– Sell
-53
Closed -$1K – 2385
2016
Q4 		$1K Buy
+53
New +$977 ﹤0.01% 2238

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

Northwestern Mutual Wealth Management's TFSL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 500 shares — an estimated $7.03K sold.

Northwestern Mutual Wealth Management first reported a position in TFSL in Q4 2016 and held it in 12 quarters. The position peaked at $29.4K in Q4 2023. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 500 TFS Financial shares in Q2 2026, an estimated $7.03K.
  • Northwestern Mutual Wealth Management first reported a position in TFS Financial in Q4 2016 and held it in 12 quarters.
  • Northwestern Mutual Wealth Management's TFS Financial position peaked at $29.4K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.