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Rialto Wealth Management’s TFS Financial TFSL Stock Holding History

Rialto 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 		$532 Buy
30
+18
+150% +$281 ﹤0.01% 1663
2026
Q1 		$169 Buy
12
+1
+9% +$14 ﹤0.01% 1623
2025
Q4 		$148 Hold
11
– – ﹤0.01% 1580
2025
Q3 		$145 Hold
11
– – ﹤0.01% 1555
2025
Q2 		$143 Buy
+11
New +$142 ﹤0.01% 1470

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

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

Rialto Wealth Management increased its TFS Financial (TFSL) stake by 150% in Q2 2026, buying an estimated $281 and bringing the position to 30 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Rialto Wealth Management 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.

  • Rialto Wealth Management held 30 shares of TFS Financial worth $532 as of Q2 2026.
  • Rialto Wealth Management bought 18 TFS Financial shares in Q2 2026, an estimated $281.
  • TFS Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1663 holding.
  • Rialto Wealth Management 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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.