SFA
TFSL icon

Sequoia Financial Advisors’s TFS Financial TFSL Stock Holding History

Sequoia Financial Advisors’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 		$638K Buy
45,418
+1,155
+3% +$16.3K ﹤0.01% 1126
2025
Q4 		$592K Buy
44,263
+13,612
+44% +$186K ﹤0.01% 1192
2025
Q3 		$404K Buy
30,651
+327
+1% +$4.32K ﹤0.01% 1235
2025
Q2 		$393K Sell
30,324
-143
-0.5% -$1.84K ﹤0.01% 1120
2025
Q1 		$377K Buy
30,467
+45
+0.1% +$576 ﹤0.01% 971
2024
Q4 		$382K Buy
30,422
+285
+0.9% +$3.79K ﹤0.01% 913
2024
Q3 		$388K Buy
30,137
+19,954
+196% +$263K ﹤0.01% 853
2024
Q2 		$129K Buy
10,183
+162
+2% +$2.04K ﹤0.01% 1142
2024
Q1 		$126K Buy
+10,021
New +$133K ﹤0.01% 1100

Other funds holding TFSL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return