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Sachetta’s TFS Financial TFSL Stock Holding History

Sachetta’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 		$727 Buy
+41
New +$639 ﹤0.01% 917

Other funds holding TFSL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Sachetta's TFSL Position: Q2 2026 in Review

Sachetta opened a new position in TFS Financial (TFSL) in Q2 2026: 41 shares worth $727. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings.

29 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Sachetta held 41 shares of TFS Financial worth $727 as of Q2 2026.
  • TFS Financial was a new Sachetta position in Q2 2026.
  • TFS Financial made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #917 holding.
  • 29 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.