Signature Estate & Investment Advisors’s TFS Financial TFSL Stock Holding History

Signature Estate & Investment 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	$878K	Buy	49,558 +231	+0.5%	+$3.6K	0.02%	303
2026 Q1	$693K	Buy	49,327 +5,013	+11%	+$70.9K	0.01%	355
2025 Q4	$593K	Buy	44,314 +6,539	+17%	+$89.5K	0.01%	356
2025 Q3	$498K	Buy	+37,775	New	+$499K	0.01%	383
2025 Q2	–	Sell	-63,088	Closed	-$782K	–	596
2025 Q1	$782K	Sell	63,088 -9,523	-13%	-$122K	0.02%	258
2024 Q4	$912K	Buy	72,611 +71	+0.1%	+$945	0.02%	236
2024 Q3	$933K	Buy	72,540 +70	+0.1%	+$922	0.02%	214
2024 Q2	$915K	Buy	+72,470	New	+$912K	0.02%	210

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BHPW

Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

SIC

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Signature Estate & Investment Advisors's TFSL Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its TFS Financial (TFSL) stake by 0.47% in Q2 2026, buying an estimated $3.6K and bringing the position to 49,558 shares worth $878K. The position accounts for 0.02% of the portfolio, ranked #303.

Signature Estate & Investment Advisors first reported a position in TFSL in Q2 2024 and has held it in 8 quarters since. The position peaked at $933K in Q3 2024. 101 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Signature Estate & Investment Advisors held 49,558 shares of TFS Financial worth $878K as of Q2 2026.
Signature Estate & Investment Advisors bought 231 TFS Financial shares in Q2 2026, an estimated $3.6K.
TFS Financial made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #303 holding.
Signature Estate & Investment Advisors first reported a position in TFS Financial in Q2 2024 and has held it in 8 quarters since.
Signature Estate & Investment Advisors's TFS Financial position peaked at $933K in Q3 2024.
101 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.