Physician Wealth Advisors
TFSL icon

Physician Wealth Advisors’s TFS Financial TFSL Stock Holding History

Physician Wealth Advisors’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 		$616 Hold
38
– – ﹤0.01% 2129
2026
Q2 		$674 Hold
38
– – ﹤0.01% 1977
2026
Q1 		$534 Hold
38
– – ﹤0.01% 1901
2025
Q4 		$509 Hold
38
– – ﹤0.01% 1878
2025
Q3 		$501 Buy
+38
New +$502 ﹤0.01% 1807

Other funds holding TFSL

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Physician Wealth Advisors's TFSL Position: Q3 2026 in Review

Physician Wealth Advisors held its TFS Financial (TFSL) position steady in Q3 2026 at 38 shares worth $616. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Physician Wealth Advisors first reported a position in TFSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $674 in Q2 2026. 177 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Physician Wealth Advisors held 38 shares of TFS Financial worth $616 as of Q3 2026.
  • Physician Wealth Advisors left its TFS Financial share count unchanged in Q3 2026.
  • TFS Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2129 holding.
  • Physician Wealth Advisors first reported a position in TFS Financial in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's TFS Financial position peaked at $674 in Q2 2026.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.