TFA
TFSL icon

Toth Financial Advisory’s TFS Financial TFSL Stock Holding History

Toth Financial Advisory’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
Q3 		$32.4K Hold
2,000
– – ﹤0.01% 435
2026
Q2 		$35.4K Buy
+2,000
New +$31.2K ﹤0.01% 425

Other funds holding TFSL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Toth Financial Advisory's TFSL Position: Q3 2026 in Review

Toth Financial Advisory held its TFS Financial (TFSL) position steady in Q3 2026 at 2,000 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Toth Financial Advisory first reported a position in TFSL in Q2 2026 and has held it in 2 quarters since. The position peaked at $35.4K in Q2 2026. 14 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Toth Financial Advisory held 2,000 shares of TFS Financial worth $32.4K as of Q3 2026.
  • Toth Financial Advisory left its TFS Financial share count unchanged in Q3 2026.
  • TFS Financial made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #435 holding.
  • Toth Financial Advisory first reported a position in TFS Financial in Q2 2026 and has held it in 2 quarters since.
  • Toth Financial Advisory's TFS Financial position peaked at $35.4K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.