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 |
|---|---|---|---|---|---|
| CWM, LLC | 5,451 | $69.0K | 0.00% | +451+9.0% | Added |
| US Bancorp | 5,169 | $65.3K | 0.00% | −3,668−41.5% | Reduced |
| Ci Investments Inc. | 4,624 | $58.0K | 0.00% | +366+8.6% | Added |
| Quadrant Capital Group LLC | 4,559 | $57.6K | 0.01% | +3,862+554.1% | Added |
| Global Retirement Partners, LLC | 4,832 | $54.8K | 0.00% | +1,806+59.7% | Added |
| McIlrath & Eck, LLC | 4,182 | $52.8K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3,000 | $37.9K | 0.02% | +3,000 | New |
| Citigroup Inc | 2,555 | $32.3K | 0.00% | −242−8.7% | Reduced |
| Barclays PLC | 2,347 | $29.6K | 0.00% | −812−25.7% | Reduced |
| Baldrige Asset Management LLC | 1,633 | $21.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,400 | $17.7K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,339 | $17.0K | 0.00% | −931−41.0% | Reduced |
| Ancora Advisors, LLC | 1,253 | $15.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,171 | $14.8K | 0.00% | −576−33.0% | Reduced |
| MetLife Investment Management | 1,037 | $13.1K | 0.00% | +2+0.2% | Added |
| Loomis Sayles & Co L P | 1,018 | $13.0K | 0.00% | −3,681−78.3% | Reduced |
| Riverview Trust Co | 965 | $12.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 815 | $10.3K | 0.00% | +31+4.0% | Added |
| Ellevest, Inc. | 801 | $10.1K | 0.00% | +338+73.0% | Added |
| City State Bank | 800 | $10.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 750 | $9.47K | 0.00% | −1,000−57.1% | Reduced |
| Spire Wealth Management | 702 | $8.87K | 0.00% | +15+2.2% | Added |
| IFP Advisors, Inc | 511 | $8.20K | 0.00% | −302−37.1% | Reduced |
| Lindbrook Capital, LLC | 546 | $6.90K | 0.00% | +418+326.6% | Added |
| American International Group, Inc. | 504 | $6.37K | 0.00% | −11−2.1% | Reduced |
| Private Trust Co NA | 502 | $6.34K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 494 | $6.24K | 0.00% | +228+85.7% | Added |
| Quent Capital, LLC | 444 | $5.61K | 0.00% | +122+37.9% | Added |
| Allworth Financial LP | 325 | $4.11K | 0.00% | −23−6.6% | Reduced |
| Capital Advisors, Ltd. LLC | 342 | $4.00K | 0.00% | +276+418.2% | Added |
| Parkside Financial Bank & Trust | 268 | $3.38K | 0.00% | −30−10.1% | Reduced |
| Castleview Partners, LLC | 265 | $3.34K | 0.00% | +6+2.3% | Added |
| Massmutual Trust Co FSB | 185 | $2.34K | 0.00% | +185 | New |
| Archer Investment Corp | 102 | $1.29K | 0.00% | +102 | New |
| Steward Financial Group LLC | 106 | $1.00K | 0.00% | +59+125.5% | Added |
| Raffa Wealth Management, LLC | 63 | $796 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $784 | 0.00% | +6+10.7% | Added |
| 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 |
| JFS Wealth Advisors, LLC | 57 | $720 | 0.00% | −33−36.7% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $531 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $342 | 0.00% | −2−6.9% | Reduced |
| Disciplined Investments, LLC | 21 | $265 | 0.00% | +1+5.0% | Added |
| AdvisorNet Financial, Inc | 18 | $227 | 0.00% | −11−37.9% | Reduced |
| TCI Wealth Advisors, Inc. | 9 | $114 | 0.00% | +2+28.6% | Added |
| Tfo-TDC, LLC | 1 | $13 | 0.00% | −66−98.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,129,937−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −122,201−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −62,127−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,448−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −24,947−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −17,020−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,523−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −14,145−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,696−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −10,086−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,249−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |