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 Q2	$324K	Sell	18,270 -11,216	-38%	-$175K	﹤0.01%	1365
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

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

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

Stratos Wealth Partners reduced its TFS Financial (TFSL) stake by 38% in Q2 2026, selling an estimated $175K and leaving 18,270 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Stratos Wealth Partners first reported a position in TFSL in Q4 2017 and has held it in 7 quarters since. The position peaked at $414K in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Stratos Wealth Partners held 18,270 shares of TFS Financial worth $324K as of Q2 2026.
Stratos Wealth Partners sold 11,216 TFS Financial shares in Q2 2026, an estimated $175K.
TFS Financial made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1365 holding.
Stratos Wealth Partners first reported a position in TFS Financial in Q4 2017 and has held it in 7 quarters since.
Stratos Wealth Partners's TFS Financial position peaked at $414K in Q1 2026.
235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.