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 Q2	$18.7K	Hold	1,055	–	–	﹤0.01%	767
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

Strategic Wealth Partners's TFSL Position: Q2 2026 in Review

Strategic Wealth Partners held its TFS Financial (TFSL) position steady in Q2 2026 at 1,055 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Strategic Wealth Partners first reported a position in TFSL in Q4 2017 and has held it in 13 quarters since. 236 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Strategic Wealth Partners held 1,055 shares of TFS Financial worth $18.7K as of Q2 2026.
Strategic Wealth Partners left its TFS Financial share count unchanged in Q2 2026.
TFS Financial made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #767 holding.
Strategic Wealth Partners first reported a position in TFS Financial in Q4 2017 and has held it in 13 quarters since.
236 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.