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, Q2 2023
Institutional positions in TFS Financial CORP as of Jun 30, 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
- 143
- −1 vs. Q1 2023
- Shares held
- 26.9M
- +1.74M (+6.9%) vs. Q1 2023
- Total value
- $337.7M
- +$20.3M (+6.4%) vs. Q1 2023
- New holders
- 23
- 58 more added
- Sold out
- 24
- 43 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 10,552 | $132.6K | 0.01% | −2,678−20.2% | Reduced |
| Ameriprise Financial Inc | 10,548 | $132.6K | 0.00% | −2,618−19.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,381 | $130.5K | 0.00% | +2,911+39.0% | Added |
| Park Circle Co | 9,905 | $124.5K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,250 | $103.7K | 0.01% | +3,691+81.0% | Added |
| Amalgamated Bank | 7,770 | $98.0K | 0.00% | −303−3.8% | Reduced |
| Archer Investment Corp | 6,124 | $77.0K | 0.03% | +6,022+5,903.9% | Added |
| Global Retirement Partners, LLC | 5,004 | $62.9K | 0.00% | +172+3.6% | Added |
| Ci Investments Inc. | 4,459 | $56.0K | 0.00% | −165−3.6% | Reduced |
| CWM, LLC | 4,003 | $50.0K | 0.00% | −1,448−26.6% | Reduced |
| McIlrath & Eck, LLC | 2,863 | $36.0K | 0.01% | −1,319−31.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,676 | $33.6K | 0.00% | +1,861+228.3% | Added |
| Compass Wealth Management LLC | 2,400 | $30.2K | 0.01% | +1,000+71.4% | Added |
| Tower Research Capital LLC (TRC) | 2,304 | $29.0K | 0.00% | −6,310−73.3% | Reduced |
| Royal Bank of Canada | 1,564 | $20.0K | 0.00% | +225+16.8% | Added |
| FMR LLC | 1,276 | $16.0K | 0.00% | −56,883−97.8% | Reduced |
| Ancora Advisors, LLC | 1,253 | $15.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 998 | $12.5K | 0.00% | +452+82.8% | Added |
| MetLife Investment Management | 991 | $12.5K | 0.00% | −46−4.4% | Reduced |
| City State Bank | 800 | $10.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 717 | $9.02K | 0.00% | +15+2.1% | Added |
| IFP Advisors, Inc | 513 | $8.23K | 0.00% | +2+0.4% | Added |
| Allworth Financial LP | 576 | $7.24K | 0.00% | +251+77.2% | Added |
| Private Trust Co NA | 502 | $6.31K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 500 | $6.29K | 0.00% | +500 | New |
| Glassman Wealth Services | 483 | $6.07K | 0.00% | +422+691.8% | Added |
| Capital Advisors, Ltd. LLC | 480 | $6.00K | 0.00% | +138+40.4% | Added |
| Quent Capital, LLC | 450 | $5.66K | 0.00% | +6+1.4% | Added |
| American International Group, Inc. | 446 | $5.61K | 0.00% | −58−11.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 425 | $5.34K | 0.00% | +425 | New |
| Simplex Trading, LLC | 459 | $5.00K | 0.00% | −5,519−92.3% | Reduced |
| Huntington National Bank | 354 | $4.45K | 0.00% | +354 | New |
| JJJ Advisors Inc. | 282 | $3.54K | 0.00% | −212−42.9% | Reduced |
| Castleview Partners, LLC | 270 | $3.40K | 0.00% | +5+1.9% | Added |
| Tyler-Stone Wealth Management | 100 | $1.00K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 71 | $895 | 0.00% | +10+16.4% | Added |
| Raffa Wealth Management, LLC | 63 | $792 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $717 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 54 | $679 | 0.00% | −7−11.5% | Reduced |
| SJS Investment Consulting Inc. | 30 | $378 | 0.00% | +3+11.1% | Added |
| Disciplined Investments, LLC | 25 | $314 | 0.00% | +4+19.0% | Added |
| EverSource Wealth Advisors, LLC | 25 | $314 | 0.00% | +25 | New |
| Tfo-TDC, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −125,408−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −84,661−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −53,023−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −46,232−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −40,200−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −35,877−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −25,323−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −17,915−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −15,359−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −13,465−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −12,387−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,684−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |