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 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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Physician Wealth Advisors's TFSL Position: Q2 2026 in Review

Physician Wealth Advisors held its TFS Financial (TFSL) position steady in Q2 2026 at 38 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Physician Wealth Advisors first reported a position in TFSL in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Physician Wealth Advisors held 38 shares of TFS Financial worth $674 as of Q2 2026.
Physician Wealth Advisors left its TFS Financial share count unchanged in Q2 2026.
TFS Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1977 holding.
Physician Wealth Advisors first reported a position in TFS Financial in Q3 2025 and has held it in 4 quarters since.
29 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.