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, Q1 2023
Institutional positions in TFS Financial CORP as of Mar 31, 2023. 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
- 147
- +1 vs. Q4 2022
- Shares held
- 25.2M
- +461.0K (+1.9%) vs. Q4 2022
- Total value
- $318.0M
- −$38.1M (−10.7%) vs. Q4 2022
- New holders
- 21
- 56 more added
- Sold out
- 20
- 47 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $13 | 0.00% | −66−98.5% | Reduced |
| TCI Wealth Advisors, Inc. | 9 | $114 | 0.00% | +2+28.6% | Added |
| AdvisorNet Financial, Inc | 18 | $227 | 0.00% | −11−37.9% | Reduced |
| Disciplined Investments, LLC | 21 | $265 | 0.00% | +1+5.0% | Added |
| SJS Investment Consulting Inc. | 27 | $342 | 0.00% | −2−6.9% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $531 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $720 | 0.00% | −33−36.7% | Reduced |
| Tucker Asset Management LLC | 61 | $770 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 61 | $770 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 61 | $770 | 0.00% | +61 | New |
| Schubert & Co | 62 | $784 | 0.00% | +6+10.7% | Added |
| Raffa Wealth Management, LLC | 63 | $796 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 106 | $1.00K | 0.00% | +59+125.5% | Added |
| Archer Investment Corp | 102 | $1.29K | 0.00% | +102 | New |
| Massmutual Trust Co FSB | 185 | $2.34K | 0.00% | +185 | New |
| Castleview Partners, LLC | 265 | $3.34K | 0.00% | +6+2.3% | Added |
| Parkside Financial Bank & Trust | 268 | $3.38K | 0.00% | −30−10.1% | Reduced |
| Capital Advisors, Ltd. LLC | 342 | $4.00K | 0.00% | +276+418.2% | Added |
| Allworth Financial LP | 325 | $4.11K | 0.00% | −23−6.6% | Reduced |
| Quent Capital, LLC | 444 | $5.61K | 0.00% | +122+37.9% | Added |
| JJJ Advisors Inc. | 494 | $6.24K | 0.00% | +228+85.7% | Added |
| Private Trust Co NA | 502 | $6.34K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 504 | $6.37K | 0.00% | −11−2.1% | Reduced |
| Lindbrook Capital, LLC | 546 | $6.90K | 0.00% | +418+326.6% | Added |
| IFP Advisors, Inc | 511 | $8.20K | 0.00% | −302−37.1% | Reduced |
| Spire Wealth Management | 702 | $8.87K | 0.00% | +15+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 750 | $9.47K | 0.00% | −1,000−57.1% | Reduced |
| City State Bank | 800 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 801 | $10.1K | 0.00% | +338+73.0% | Added |
| The PNC Financial Services Group, Inc. | 815 | $10.3K | 0.00% | +31+4.0% | Added |
| Riverview Trust Co | 965 | $12.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,018 | $13.0K | 0.00% | −3,681−78.3% | Reduced |
| MetLife Investment Management | 1,037 | $13.1K | 0.00% | +2+0.2% | Added |
| BNP Paribas Arbitrage, SA | 1,171 | $14.8K | 0.00% | −576−33.0% | Reduced |
| Ancora Advisors, LLC | 1,253 | $15.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,339 | $17.0K | 0.00% | −931−41.0% | Reduced |
| Compass Wealth Management LLC | 1,400 | $17.7K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 1,633 | $21.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 2,347 | $29.6K | 0.00% | −812−25.7% | Reduced |
| Citigroup Inc | 2,555 | $32.3K | 0.00% | −242−8.7% | Reduced |
| Ahrens Investment Partners LLC | 3,000 | $37.9K | 0.02% | +3,000 | New |
| McIlrath & Eck, LLC | 4,182 | $52.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,832 | $54.8K | 0.00% | +1,806+59.7% | Added |
| Quadrant Capital Group LLC | 4,559 | $57.6K | 0.01% | +3,862+554.1% | Added |
| Ci Investments Inc. | 4,624 | $58.0K | 0.00% | +366+8.6% | Added |
| US Bancorp | 5,169 | $65.3K | 0.00% | −3,668−41.5% | Reduced |
| CWM, LLC | 5,451 | $69.0K | 0.00% | +451+9.0% | Added |
| Simplex Trading, LLC | 5,978 | $75.0K | 0.00% | +5,978 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,470 | $94.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,073 | $102.0K | 0.00% | −1,041−11.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,614 | $109.0K | 0.00% | +7,875+1,065.6% | Added |
| Signaturefd, LLC | 9,136 | $115.4K | 0.00% | −1,323−12.6% | Reduced |
| Park Circle Co | 9,905 | $125.1K | 0.12% | +9,905 | New |
| KBC Group NV | 10,596 | $134.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,684 | $134.4K | 0.00% | +10,684 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,596 | $138.0K | 0.00% | +10,596 | New |
| Commonwealth Equity Services, LLC | 11,628 | $146.0K | 0.00% | +1,016+9.6% | Added |
| Mariner, LLC | 11,656 | $147.0K | 0.00% | +11,656 | New |
| Nisa Investment Advisors, LLC | 12,200 | $154.0K | 0.00% | +6,200+103.3% | Added |
| Mraz, Amerine & Associates, Inc. | 12,280 | $155.1K | 0.04% | −417−3.3% | Reduced |
| Creative Planning | 12,321 | $155.6K | 0.00% | +2,219+22.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,387 | $156.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12,588 | $159.0K | 0.14% | −522−4.0% | Reduced |
| Ameriprise Financial Inc | 13,166 | $166.3K | 0.00% | −46,583−78.0% | Reduced |
| Perigon Wealth Management, LLC | 13,230 | $167.1K | 0.01% | −3,060−18.8% | Reduced |
| West Family Investments, Inc. | 13,465 | $170.1K | 0.07% | +13,465 | New |
| Versor Investments LP | 14,000 | $176.8K | 0.02% | +14,000 | New |
| Parallel Advisors, LLC | 14,773 | $186.6K | 0.01% | +2,171+17.2% | Added |
| Glenmede Trust Co NA | 15,124 | $191.0K | 0.00% | −8,000−34.6% | Reduced |
| Advisor Group Holdings, Inc. | 15,198 | $191.9K | 0.00% | −665−4.2% | Reduced |
| Kovack Advisors, Inc. | 15,359 | $194.0K | 0.03% | −1,830−10.6% | Reduced |
| Gabelli Funds LLC | 16,000 | $202.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,249 | $205.2K | 0.00% | +415+2.6% | Added |
| Farther Finance Advisors, LLC | 16,516 | $208.6K | 0.06% | +15,850+2,379.9% | Added |
| Wells Fargo & Company | 16,950 | $214.1K | 0.00% | −1,058−5.9% | Reduced |
| Ballentine Partners, LLC | 17,915 | $226.3K | 0.01% | +17,915 | New |
| Advisor Partners II, LLC | 18,187 | $229.7K | 0.01% | +18,187 | New |
| Umb Bank N A | 20,000 | $252.6K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 20,147 | $254.5K | 0.02% | −15,213−43.0% | Reduced |
| National Asset Management, Inc. | 20,484 | $258.7K | 0.01% | +19+0.1% | Added |
| Victory Capital Management Inc | 20,969 | $264.8K | 0.00% | +20,969 | New |
| Treasurer of the State of North Carolina | 21,891 | $276.0K | 0.00% | +150+0.7% | Added |
| LPL Financial LLC | 22,135 | $279.6K | 0.00% | +805+3.8% | Added |
| Raymond James & Associates | 23,461 | $296.3K | 0.00% | −2,381−9.2% | Reduced |
| Great West Life Assurance Co | 23,955 | $303.0K | 0.00% | +2,409+11.2% | Added |
| Public Employees Retirement System of Ohio | 24,899 | $314.0K | 0.00% | −773−3.0% | Reduced |
| CWM Advisors, LLC | 25,058 | $316.5K | 0.04% | +5,464+27.9% | Added |
| Janus Henderson Group PLC | 25,162 | $317.9K | 0.00% | +13,789+121.2% | Added |
| Gsa Capital Partners LLP | 25,271 | $319.0K | 0.03% | +25,271 | New |
| SEI Investments Co | 25,323 | $319.8K | 0.00% | +4,349+20.7% | Added |
| Dark Forest Capital Management LP | 25,576 | $323.0K | 0.08% | +25,576 | New |
| Price T Rowe Associates Inc | 26,879 | $340.0K | 0.00% | −1,072−3.8% | Reduced |
| JPMorgan Chase & Co | 29,965 | $378.0K | 0.00% | +4,305+16.8% | Added |
| Panagora Asset Management Inc | 30,836 | $389.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 33,078 | $417.8K | 0.00% | −46−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 34,123 | $431.0K | 0.01% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 35,877 | $453.1K | 0.46% | +35,877 | New |
| AQR Capital Management LLC | 37,660 | $475.6K | 0.00% | −818−2.1% | Reduced |
| UBS Group AG | 40,220 | $508.0K | 0.00% | +35,733+796.4% | Added |
| Janney Montgomery Scott LLC | 40,200 | $508.0K | 0.00% | +40,200 | New |