JTBR
TFSL icon

James T. Borello RIA’s TFS Financial TFSL Stock Holding History

James T. Borello RIA’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 		$2.25K Hold
139
– – ﹤0.01% 903
2026
Q2 		$2.46K Hold
139
– – ﹤0.01% 918
2026
Q1 		$1.95K Sell
139
-1
-0.7% -$14 ﹤0.01% 926
2025
Q4 		$1.87K Hold
140
– – ﹤0.01% 792
2025
Q3 		$1.84K Buy
+140
New +$1.85K ﹤0.01% 740

Other funds holding TFSL

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Gateway Investment Advisers
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
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

James T. Borello RIA's TFSL Position: Q3 2026 in Review

James T. Borello RIA held its TFS Financial (TFSL) position steady in Q3 2026 at 139 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

James T. Borello RIA first reported a position in TFSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.46K in Q2 2026. 24 funds tracked by Wall St. Rank hold TFSL as of Q3 2026.

  • James T. Borello RIA held 139 shares of TFS Financial worth $2.25K as of Q3 2026.
  • James T. Borello RIA left its TFS Financial share count unchanged in Q3 2026.
  • TFS Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #903 holding.
  • James T. Borello RIA first reported a position in TFS Financial in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's TFS Financial position peaked at $2.46K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held TFS Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.