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Parkworth Wealth Management’s TFS Financial TFSL Stock Holding History

Parkworth 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
2025
Q2 		$324 Buy
25
+21
+525% +$270 ﹤0.01% 768
2025
Q1 		$50 Hold
4
– – ﹤0.01% 1110
2024
Q4 		$50 Buy
+4
New +$53 ﹤0.01% 1155

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Parkworth Wealth Management's TFSL Position: Q2 2025 in Review

Parkworth Wealth Management increased its TFS Financial (TFSL) stake by 525% in Q2 2025, buying an estimated $270 and bringing the position to 25 shares worth $324. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Parkworth Wealth Management first reported a position in TFSL in Q4 2024 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

  • Parkworth Wealth Management held 25 shares of TFS Financial worth $324 as of Q2 2025.
  • Parkworth Wealth Management bought 21 TFS Financial shares in Q2 2025, an estimated $270.
  • TFS Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #768 holding.
  • Parkworth Wealth Management first reported a position in TFS Financial in Q4 2024 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.