Beverly Hills Private Wealth, LLC
Position in TFSL — TFS Financial CORP
CIK 1965710
BEVERLY HILLS, CA
Position in TFSL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,630,575
+$2,038,586 QoQ
Shares Held
374,186
+14.5% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#21
of 234 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFSL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $6,630,575 across 1 Banks - Regional name. TFSL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFSL |
TFS Financial CORP
This page
|
374,186 | $6,630,575 |
All Filings in TFSL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,630,575 | 374,186 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $4,591,989 | 326,832 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,903,842 | 291,767 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||