Strategic Wealth Partners’s TFS Financial TFSL Stock Holding History

Strategic Wealth Partners’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	$14.8K	Hold	1,055	–	–	﹤0.01%	790
2025 Q4	$14.1K	Hold	1,055	–	–	﹤0.01%	789
2025 Q3	$13.9K	Hold	1,055	–	–	﹤0.01%	821
2025 Q2	$13.7K	Buy	+1,055	New	+$13.6K	﹤0.01%	733
2019 Q4	–	Sell	-1,555	Closed	-$27	–	463
2019 Q3	$27	Buy	1,555 +1,500	+2,727%	+$26.9K	﹤0.01%	352
2019 Q2	$0	Hold	55	–	–	﹤0.01%	818
2019 Q1	$1K	Hold	55	–	–	﹤0.01%	751
2018 Q4	$1K	Hold	55	–	–	﹤0.01%	665
2018 Q3	$1K	Hold	55	–	–	﹤0.01%	628
2018 Q2	$1K	Sell	55 -950	-95%	-$14.7K	﹤0.01%	732
2018 Q1	$15K	Hold	1,005	–	–	0.01%	435
2017 Q4	$15K	Buy	+1,005	New	+$15.5K	0.01%	418

Other funds holding TFSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 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 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

Strategic Wealth Partners's TFSL Position: Q1 2026 in Review

Strategic Wealth Partners held its TFS Financial (TFSL) position steady in Q1 2026 at 1,055 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Strategic Wealth Partners first reported a position in TFSL in Q4 2017 and has held it in 12 quarters since. The position peaked at $15K in Q1 2018. 216 funds tracked by Wall St. Rank hold TFSL as of Q1 2026.

Strategic Wealth Partners held 1,055 shares of TFS Financial worth $14.8K as of Q1 2026.
Strategic Wealth Partners left its TFS Financial share count unchanged in Q1 2026.
TFS Financial made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #790 holding.
Strategic Wealth Partners first reported a position in TFS Financial in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's TFS Financial position peaked at $15K in Q1 2018.
216 funds tracked by Wall St. Rank held TFS Financial as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.