RAFFA WEALTH MANAGEMENT, LLC’s TFS Financial TFSL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.15K	Hold	65	–	–	﹤0.01%	973
2026 Q1	$913	Buy	65 +2	+3%	+$28	﹤0.01%	958
2025 Q4	$843	Hold	63	–	–	﹤0.01%	960
2025 Q3	$830	Hold	63	–	–	﹤0.01%	943
2025 Q2	$816	Hold	63	–	–	﹤0.01%	915
2025 Q1	$781	Hold	63	–	–	﹤0.01%	886
2024 Q4	$791	Hold	63	–	–	﹤0.01%	918
2024 Q3	$810	Hold	63	–	–	﹤0.01%	894
2024 Q2	$795	Hold	63	–	–	﹤0.01%	961
2024 Q1	$791	Hold	63	–	–	﹤0.01%	948
2023 Q4	$925	Hold	63	–	–	﹤0.01%	844
2023 Q3	$745	Hold	63	–	–	﹤0.01%	863
2023 Q2	$792	Hold	63	–	–	﹤0.01%	865
2023 Q1	$796	Hold	63	–	–	﹤0.01%	857
2022 Q4	$908	Hold	63	–	–	﹤0.01%	806
2022 Q3	$819	Hold	63	–	–	﹤0.01%	866
2022 Q2	$865	Hold	63	–	–	﹤0.01%	859
2022 Q1	$1.05K	Hold	63	–	–	﹤0.01%	847
2021 Q4	$1.13K	Hold	63	–	–	﹤0.01%	828
2021 Q3	$1.2K	Hold	63	–	–	﹤0.01%	763
2021 Q2	$1.28K	Hold	63	–	–	﹤0.01%	743
2021 Q1	$1.28K	Hold	63	–	–	﹤0.01%	757
2020 Q4	$1.11K	Hold	63	–	–	﹤0.01%	714
2020 Q3	$925	Hold	63	–	–	﹤0.01%	692
2020 Q2	$902	Hold	63	–	–	﹤0.01%	689
2020 Q1	$962	Hold	63	–	–	﹤0.01%	607
2019 Q4	$1.24K	Hold	63	–	–	﹤0.01%	533
2019 Q3	$1.14K	Buy	+63	New	+$1.13K	﹤0.01%	547
2019 Q2	–	Sell	-63	Closed	-$1.04K	–	1317
2019 Q1	$1.04K	Hold	63	–	–	﹤0.01%	552
2018 Q4	$1.02K	Hold	63	–	–	﹤0.01%	529
2018 Q3	$946	Hold	63	–	–	﹤0.01%	637
2018 Q2	$994	Hold	63	–	–	﹤0.01%	584
2018 Q1	$925	Buy	+63	New	+$944	﹤0.01%	606

Other funds holding TFSL

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SIC

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FRA

Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TFSL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its TFS Financial (TFSL) position steady in Q2 2026 at 65 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TFSL in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.28K in Q1 2021. 49 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 65 shares of TFS Financial worth $1.15K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its TFS Financial share count unchanged in Q2 2026.
TFS Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #973 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in TFS Financial in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's TFS Financial position peaked at $1.28K in Q1 2021.
49 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.