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True Wealth Design’s TFS Financial TFSL Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-2
Closed -$27 – 2811
2025
Q3 		$27 Hold
2
– – ﹤0.01% 2643
2025
Q2 		$26 Hold
2
– – ﹤0.01% 2489
2025
Q1 		$25 Buy
+2
New +$26 ﹤0.01% 2550

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's TFSL Position: Q4 2025 in Review

True Wealth Design sold out of TFS Financial (TFSL) in Q4 2025, closing a stake of 2 shares — an estimated $27 sold.

True Wealth Design first reported a position in TFSL in Q1 2025 and held it in 3 quarters. The position peaked at $27 in Q3 2025. 204 funds tracked by Wall St. Rank hold TFSL as of Q4 2025.

  • True Wealth Design reported no remaining TFS Financial position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 2 TFS Financial shares in Q4 2025, an estimated $27.
  • True Wealth Design first reported a position in TFS Financial in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's TFS Financial position peaked at $27 in Q3 2025.
  • 204 funds tracked by Wall St. Rank held TFS Financial as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.