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Wedmont Private Capital’s TFS Financial TFSL Stock Holding History

Wedmont Private Capital’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 		$516K Buy
+31,843
New +$559K 0.01% 585

Other funds holding TFSL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Wedmont Private Capital's TFSL Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in TFS Financial (TFSL) in Q3 2026: 31,843 shares worth $516K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings.

13 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • Wedmont Private Capital held 31,843 shares of TFS Financial worth $516K as of Q3 2026.
  • TFS Financial was a new Wedmont Private Capital position in Q3 2026.
  • TFS Financial made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #585 holding.
  • 13 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.