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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
Q2 		$565K Sell
31,859
-13,559
-30% -$211K ﹤0.01% 1269
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 $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

Sequoia Financial Advisors's TFSL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its TFS Financial (TFSL) stake by 30% in Q2 2026, selling an estimated $211K and leaving 31,859 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Sequoia Financial Advisors first reported a position in TFSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $638K in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Sequoia Financial Advisors held 31,859 shares of TFS Financial worth $565K as of Q2 2026.
  • Sequoia Financial Advisors sold 13,559 TFS Financial shares in Q2 2026, an estimated $211K.
  • TFS Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1269 holding.
  • Sequoia Financial Advisors first reported a position in TFS Financial in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's TFS Financial position peaked at $638K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.