SWP
TFSL icon

Stratos Wealth Partners’s TFS Financial TFSL Stock Holding History

Stratos 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 		$414K Buy
29,486
+9,830
+50% +$139K ﹤0.01% 1144
2025
Q4 		$263K Buy
19,656
+4,230
+27% +$57.9K ﹤0.01% 1361
2025
Q3 		$203K Buy
+15,426
New +$204K ﹤0.01% 1465
2018
Q4 		– Sell
-1,339
Closed -$20K – 2332
2018
Q3 		$20K Buy
+1,339
New +$20.9K ﹤0.01% 1882
2018
Q2 		– Sell
-1,335
Closed -$20K – 2412
2018
Q1 		$20K Buy
1,335
+1
+0.1% +$15 ﹤0.01% 2018
2017
Q4 		$20K Buy
+1,334
New +$20.5K ﹤0.01% 1912

Other funds holding TFSL

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