Wealth Enhancement Advisory Services
TFSL icon

Wealth Enhancement Advisory Services’s TFS Financial TFSL Stock Holding History

Wealth Enhancement Advisory Services’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 		$309K Buy
19,108
+3,579
+23% +$62.8K ﹤0.01% 3315
2026
Q2 		$274K Buy
15,529
+3,272
+27% +$51K ﹤0.01% 3282
2026
Q1 		$175K Buy
+12,257
New +$173K ﹤0.01% 3182

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Vanguard Portfolio Management
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Renaissance Technologies
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State Street
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Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's TFSL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its TFS Financial (TFSL) stake by 23% in Q3 2026, buying an estimated $62.8K and bringing the position to 19,108 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

Wealth Enhancement Advisory Services first reported a position in TFSL in Q1 2026 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,108 shares of TFS Financial worth $309K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,579 TFS Financial shares in Q3 2026, an estimated $62.8K.
  • TFS Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3315 holding.
  • Wealth Enhancement Advisory Services first reported a position in TFS Financial in Q1 2026 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.