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Root Financial Partners’s TFS Financial TFSL Stock Holding History

Root Financial 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 		– Sell
-743
Closed -$10.4K – 2900
2026
Q1 		$10.4K Buy
743
+287
+63% +$4.06K ﹤0.01% 1669
2025
Q4 		$6.1K Buy
456
+65
+17% +$890 ﹤0.01% 1701
2025
Q3 		$5.15K Buy
+391
New +$5.17K ﹤0.01% 1712

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Vanguard Portfolio Management
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State Street
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LCM
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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

Root Financial Partners's TFSL Position: Q2 2026 in Review

Root Financial Partners sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 743 shares — an estimated $10.4K sold.

Root Financial Partners first reported a position in TFSL in Q3 2025 and held it in 3 quarters. The position peaked at $10.4K in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Root Financial Partners reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 743 TFS Financial shares in Q2 2026, an estimated $10.4K.
  • Root Financial Partners first reported a position in TFS Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TFS Financial position peaked at $10.4K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

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