Root Financial Partners
TFSL icon

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
Q3 		$15.4K Buy
+949
New +$16.7K ﹤0.01% 1696
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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Root Financial Partners's TFSL Position: Q3 2026 in Review

Root Financial Partners opened a new position in TFS Financial (TFSL) in Q3 2026: 949 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TFSL as recently as Q1 2026.

Root Financial Partners first reported a position in TFSL in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Root Financial Partners held 949 shares of TFS Financial worth $15.4K as of Q3 2026.
  • TFS Financial was a new Root Financial Partners position in Q3 2026.
  • TFS Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1696 holding.
  • Root Financial Partners first reported a position in TFS Financial in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.