TFS Financial CORP
TFSL- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001381668
In the last 90 days, TFS Financial CORP insiders filed 0 open-market purchases and 6 sales; 235 institutions reported holding it in 13F filings for Q2 2026, worth $681.6M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in TFS Financial CORP as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 148
- +3 vs. Q3 2022
- Shares held
- 24.9M
- +426.6K (+1.7%) vs. Q3 2022
- Total value
- $358.6M
- +$40.8M (+12.8%) vs. Q3 2022
- New holders
- 25
- 62 more added
- Sold out
- 22
- 41 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFSL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 235 | $681.6M |
| Q1 2026 | 217 | $533.1M |
| Q4 2025 | 204 | $476.9M |
| Q3 2025 | 186 | $414.3M |
| Q2 2025 | 179 | $395.1M |
| Q1 2025 | 190 | $354.5M |
| Q4 2024 | 176 | $348.6M |
| Q3 2024 | 167 | $350.3M |
| Q2 2024 | 162 | $338.7M |
| Q1 2024 | 152 | $344.2M |
| Q4 2023 | 146 | $404.3M |
| Q3 2023 | 140 | $311.4M |
| Q2 2023 | 143 | $337.7M |
| Q1 2023 | 147 | $318.0M |
| Q4 2022 | 148 | $358.6M |
| Q3 2022 | 148 | $318.2M |
| Q2 2022 | 142 | $343.5M |
| Q1 2022 | 143 | $416.3M |
| Q4 2021 | 137 | $442.5M |
| Q3 2021 | 129 | $481.6M |
| Q2 2021 | 124 | $541.9M |
| Q1 2021 | 122 | $571.1M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 4,175 | $60.2K | 0.00% | −425−9.2% | Reduced |
| Barclays PLC | 3,159 | $45.5K | 0.00% | −1,263−28.6% | Reduced |
| Global Retirement Partners, LLC | 3,026 | $43.6K | 0.00% | +2,146+243.9% | Added |
| Citigroup Inc | 2,797 | $40.3K | 0.00% | −516−15.6% | Reduced |
| Royal Bank of Canada | 2,270 | $33.0K | 0.00% | −2,393−51.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,750 | $25.2K | 0.00% | +1,719+5,545.2% | Added |
| BNP Paribas Arbitrage, SA | 1,747 | $25.2K | 0.00% | −3,851−68.8% | Reduced |
| Baldrige Asset Management LLC | 1,633 | $24.0K | 0.01% | +363+28.6% | Added |
| Compass Wealth Management LLC | 1,400 | $20.2K | 0.01% | +1,400 | New |
| Romano Brothers and Company | 1,300 | $18.7K | 0.00% | +1,300 | New |
| IFP Advisors, Inc | 813 | $18.0K | 0.00% | −721−47.0% | Reduced |
| Ancora Advisors, LLC | 1,253 | $18.0K | 0.00% | +500+66.4% | Added |
| MetLife Investment Management | 1,035 | $14.9K | 0.00% | +5+0.5% | Added |
| Brown Brothers Harriman & Co | 1,035 | $14.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,002 | $14.4K | 0.00% | +1,002 | New |
| Riverview Trust Co | 965 | $14.0K | 0.01% | +965 | New |
| City State Bank | 800 | $12.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 784 | $11.3K | 0.00% | −55−6.6% | Reduced |
| Point72 Middle East FZE | 771 | $11.1K | 0.00% | +771 | New |
| Tower Research Capital LLC (TRC) | 739 | $11.0K | 0.00% | −4,242−85.2% | Reduced |
| Quadrant Capital Group LLC | 697 | $10.0K | 0.00% | −434−38.4% | Reduced |
| Spire Wealth Management | 687 | $10.0K | 0.00% | +14+2.1% | Added |
| Farther Finance Advisors, LLC | 666 | $9.60K | 0.00% | +666 | New |
| American International Group, Inc. | 515 | $7.42K | 0.00% | −10−1.9% | Reduced |
| Caldwell Trust Co | 500 | $7.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 502 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 463 | $6.67K | 0.00% | +417+906.5% | Added |
| Allworth Financial LP | 348 | $5.01K | 0.00% | −165−32.2% | Reduced |
| Quent Capital, LLC | 322 | $4.65K | 0.00% | −311−49.1% | Reduced |
| Parkside Financial Bank & Trust | 298 | $4.29K | 0.00% | +298 | New |
| Proequities, Inc. | 285 | $4.11K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 266 | $3.97K | 0.00% | +266 | New |
| Castleview Partners, LLC | 259 | $3.73K | 0.00% | +259 | New |
| Tfo-TDC, LLC | 67 | $2.20K | 0.00% | +67 | New |
| Lindbrook Capital, LLC | 128 | $1.84K | 0.00% | +92+255.6% | Added |
| JFS Wealth Advisors, LLC | 90 | $1.30K | 0.00% | −2−2.2% | Reduced |
| Tyler-Stone Wealth Management | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 66 | $1.00K | 0.00% | +66 | New |
| Raffa Wealth Management, LLC | 63 | $908 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 61 | $888 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 61 | $879 | 0.00% | +61 | New |
| Schubert & Co | 56 | $807 | 0.00% | −23−29.1% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $605 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $418 | 0.00% | +12+70.6% | Added |
| AdvisorNet Financial, Inc | 29 | $418 | 0.00% | +29 | New |
| Disciplined Investments, LLC | 20 | $288 | 0.00% | −1−4.8% | Reduced |
| TCI Wealth Advisors, Inc. | 7 | $101 | 0.00% | −2−22.2% | Reduced |
| Steward Financial Group LLC | 47 | $0 | 0.00% | +47 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −112,358−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,532−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,151−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,599−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −14,031−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,603−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −11,839−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −11,070−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,409−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −11,115−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |