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United Capital Financial Advisors’s TFS Financial TFSL Stock Holding History

United Capital Financial Advisors’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 		– Sell
-19,418
Closed -$273K – 1735
2026
Q1 		$273K Buy
+19,418
New +$275K ﹤0.01% 1399

Other funds holding TFSL

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
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

United Capital Financial Advisors's TFSL Position: Q2 2026 in Review

United Capital Financial Advisors sold out of TFS Financial (TFSL) in Q2 2026, closing a stake of 19,418 shares — an estimated $273K sold.

United Capital Financial Advisors first reported a position in TFSL in Q1 2026 and held it in 1 quarter. The position peaked at $273K in Q1 2026. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • United Capital Financial Advisors reported no remaining TFS Financial position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,418 TFS Financial shares in Q2 2026, an estimated $273K.
  • United Capital Financial Advisors first reported a position in TFS Financial in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's TFS Financial position peaked at $273K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.