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Spire Wealth Management’s TFS Financial TFSL Stock Holding History

Spire Wealth Management’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 		$16.4K Buy
925
+16
+2% +$250 ﹤0.01% 1501
2026
Q1 		$12.8K Buy
909
+18
+2% +$255 ﹤0.01% 1553
2025
Q4 		$11.9K Buy
891
+18
+2% +$247 ﹤0.01% 1652
2025
Q3 		$11.5K Buy
873
+18
+2% +$238 ﹤0.01% 1700
2025
Q2 		$11.1K Buy
855
+18
+2% +$232 ﹤0.01% 1689
2025
Q1 		$10.4K Buy
837
+19
+2% +$243 ﹤0.01% 1824
2024
Q4 		$10.3K Buy
818
+17
+2% +$226 ﹤0.01% 1824
2024
Q3 		$10.3K Buy
801
+17
+2% +$224 ﹤0.01% 1618
2024
Q2 		$9.9K Buy
784
+17
+2% +$214 ﹤0.01% 1638
2024
Q1 		$9.63K Buy
767
+17
+2% +$225 ﹤0.01% 1722
2023
Q4 		$10.5K Buy
750
+16
+2% +$207 ﹤0.01% 1748
2023
Q3 		$8.68K Buy
734
+17
+2% +$228 ﹤0.01% 1771
2023
Q2 		$9.02K Buy
717
+15
+2% +$182 ﹤0.01% 1847
2023
Q1 		$8.87K Buy
702
+15
+2% +$209 ﹤0.01% 1893
2022
Q4 		$10K Buy
687
+14
+2% +$191 ﹤0.01% 1626
2022
Q3 		$9K Buy
673
+14
+2% +$198 ﹤0.01% 1608
2022
Q2 		$9K Buy
659
+14
+2% +$206 ﹤0.01% 1965
2022
Q1 		$11K Buy
645
+11
+2% +$189 ﹤0.01% 2011
2021
Q4 		$11K Buy
634
+9
+1% +$172 ﹤0.01% 2357
2021
Q3 		$12K Buy
625
+10
+2% +$195 ﹤0.01% 2056
2021
Q2 		$12K Buy
615
+8
+1% +$166 ﹤0.01% 2066
2021
Q1 		$12K Buy
+607
New +$11.8K ﹤0.01% 2366

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

Spire Wealth Management's TFSL Position: Q2 2026 in Review

Spire Wealth Management increased its TFS Financial (TFSL) stake by 1.8% in Q2 2026, buying an estimated $250 and bringing the position to 925 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Spire Wealth Management first reported a position in TFSL in Q1 2021 and has held it in 22 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Spire Wealth Management held 925 shares of TFS Financial worth $16.4K as of Q2 2026.
  • Spire Wealth Management bought 16 TFS Financial shares in Q2 2026, an estimated $250.
  • TFS Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1501 holding.
  • Spire Wealth Management first reported a position in TFS Financial in Q1 2021 and has held it in 22 quarters since.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.