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Private Wealth Management Group’s TFS Financial TFSL Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-47
Closed -$629 – 1548
2025
Q4 		$629 Hold
47
– – ﹤0.01% 1363
2025
Q3 		$620 Buy
+47
New +$621 ﹤0.01% 1398

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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Private Wealth Management Group's TFSL Position: Q1 2026 in Review

Private Wealth Management Group sold out of TFS Financial (TFSL) in Q1 2026, closing a stake of 47 shares — an estimated $629 sold.

Private Wealth Management Group first reported a position in TFSL in Q3 2025 and held it in 2 quarters. The position peaked at $629 in Q4 2025. 217 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

  • Private Wealth Management Group reported no remaining TFS Financial position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 47 TFS Financial shares in Q1 2026, an estimated $629.
  • Private Wealth Management Group first reported a position in TFS Financial in Q3 2025 and held it in 2 quarters.
  • Private Wealth Management Group's TFS Financial position peaked at $629 in Q4 2025.
  • 217 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.