Oak Thistle LLC’s TFS Financial TFSL Stock Holding History

Oak Thistle LLC’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	$630K	Buy	+38,859	New	+$682K	0.06%	401

Other funds holding TFSL

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Oak Thistle LLC's TFSL Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in TFS Financial (TFSL) in Q3 2026: 38,859 shares worth $630K. The stake represents 0.06% of the portfolio and ranks #401 among its holdings.

33 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

Oak Thistle LLC held 38,859 shares of TFS Financial worth $630K as of Q3 2026.
TFS Financial was a new Oak Thistle LLC position in Q3 2026.
TFS Financial made up 0.06% of Oak Thistle LLC's portfolio in Q3 2026, its #401 holding.
33 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.