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Prasad Wealth Partners’s TFS Financial TFSL Stock Holding History

Prasad Wealth Partners’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 		$210K Buy
11,878
+44
+0.4% +$686 0.05% 153
2026
Q1 		$166K Buy
11,834
+53
+0.4% +$749 0.05% 146
2025
Q4 		$158K Buy
11,781
+971
+9% +$13.3K 0.04% 145
2025
Q3 		$142K Buy
10,810
+52
+0.5% +$687 0.04% 140
2025
Q2 		$139K Buy
+10,758
New +$139K 0.04% 123

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

Prasad Wealth Partners's TFSL Position: Q2 2026 in Review

Prasad Wealth Partners increased its TFS Financial (TFSL) stake by 0.37% in Q2 2026, buying an estimated $686 and bringing the position to 11,878 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #153.

Prasad Wealth Partners first reported a position in TFSL in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Prasad Wealth Partners held 11,878 shares of TFS Financial worth $210K as of Q2 2026.
  • Prasad Wealth Partners bought 44 TFS Financial shares in Q2 2026, an estimated $686.
  • TFS Financial made up 0.05% of Prasad Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Prasad Wealth Partners first reported a position in TFS Financial in Q2 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.