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Wealthspire Advisors (New York)’s TFS Financial TFSL Stock Holding History

Wealthspire Advisors (New York)’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
-37
Closed -$487 – 2713
2025
Q3 		$487 Buy
+37
New +$489 ﹤0.01% 2840

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Wealthspire Advisors (New York)'s TFSL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TFS Financial (TFSL) in Q4 2025, closing a stake of 37 shares — an estimated $487 sold.

Wealthspire Advisors (New York) first reported a position in TFSL in Q3 2025 and held it in 1 quarter. The position peaked at $487 in Q3 2025. 204 funds tracked by Wall St. Rank hold TFSL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining TFS Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 37 TFS Financial shares in Q4 2025, an estimated $487.
  • Wealthspire Advisors (New York) first reported a position in TFS Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s TFS Financial position peaked at $487 in Q3 2025.
  • 204 funds tracked by Wall St. Rank held TFS Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.