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Perigon Wealth Management’s TFS Financial TFSL Stock Holding History

Perigon 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 		$272K Buy
15,367
+1,652
+12% +$25.8K ﹤0.01% 1183
2026
Q1 		$193K Buy
13,715
+1,690
+14% +$23.9K ﹤0.01% 1229
2025
Q4 		$161K Sell
12,025
-27
-0.2% -$370 ﹤0.01% 1261
2025
Q3 		$159K Buy
12,052
+141
+1% +$1.86K ﹤0.01% 1181
2025
Q2 		$154K Buy
11,911
+274
+2% +$3.53K ﹤0.01% 1022
2025
Q1 		$144K Sell
11,637
-503
-4% -$6.44K ﹤0.01% 994
2024
Q4 		$152K Buy
12,140
+388
+3% +$5.16K ﹤0.01% 1006
2024
Q3 		$151K Buy
11,752
+487
+4% +$6.42K ﹤0.01% 958
2024
Q2 		$142K Buy
11,265
+410
+4% +$5.16K ﹤0.01% 833
2024
Q1 		$136K Hold
10,855
– – ﹤0.01% 824
2023
Q4 		$159K Buy
10,855
+224
+2% +$2.9K 0.01% 799
2023
Q3 		$126K Buy
10,631
+79
+0.7% +$1.06K 0.01% 748
2023
Q2 		$133K Sell
10,552
-2,678
-20% -$32.5K 0.01% 743
2023
Q1 		$167K Sell
13,230
-3,060
-19% -$42.7K 0.01% 673
2022
Q4 		$235K Buy
+16,290
New +$223K 0.01% 609
2021
Q1 		– Sell
-1,534
Closed -$27K – 979
2020
Q4 		$27K Buy
+1,534
New +$25.5K ﹤0.01% 941

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

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

Perigon Wealth Management increased its TFS Financial (TFSL) stake by 12% in Q2 2026, buying an estimated $25.8K and bringing the position to 15,367 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Perigon Wealth Management first reported a position in TFSL in Q4 2020 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Perigon Wealth Management held 15,367 shares of TFS Financial worth $272K as of Q2 2026.
  • Perigon Wealth Management bought 1,652 TFS Financial shares in Q2 2026, an estimated $25.8K.
  • TFS Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1183 holding.
  • Perigon Wealth Management first reported a position in TFS Financial in Q4 2020 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.