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 2024
Institutional positions in TFS Financial CORP as of Mar 31, 2024. 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
- 152
- +6 vs. Q4 2023
- Shares held
- 27.4M
- −128.8K (−0.5%) vs. Q4 2023
- Total value
- $344.2M
- −$60.1M (−14.9%) vs. Q4 2023
- New holders
- 23
- 53 more added
- Sold out
- 17
- 39 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 10,321 | $129.6K | 0.01% | +10,321 | New |
| Sequoia Financial Advisors, LLC | 10,021 | $125.9K | 0.00% | +10,021 | New |
| Park Circle Co | 9,905 | $124.4K | 0.12% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 9,001 | $113.1K | 0.10% | +9,001 | New |
| Archer Investment Corp | 6,542 | $82.2K | 0.02% | +144+2.3% | Added |
| Global Retirement Partners, LLC | 5,182 | $65.1K | 0.00% | +147+2.9% | Added |
| Quadrant Capital Group LLC | 5,099 | $64.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,975 | $62.5K | 0.00% | +1,721+52.9% | Added |
| nVerses Capital, LLC | 4,300 | $54.0K | 0.13% | +4,300 | New |
| CWM, LLC | 3,613 | $45.0K | 0.00% | +98+2.8% | Added |
| Amalgamated Bank | 2,839 | $36.0K | 0.00% | −4,423−60.9% | Reduced |
| Lindbrook Capital, LLC | 2,711 | $34.0K | 0.00% | +714+35.8% | Added |
| Compass Wealth Management LLC | 2,400 | $30.1K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,363 | $30.0K | 0.02% | +2,363 | New |
| BNP Paribas Arbitrage, SA | 2,328 | $29.2K | 0.00% | +917+65.0% | Added |
| Quent Capital, LLC | 2,062 | $25.9K | 0.00% | +7+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,008 | $25.2K | 0.00% | +1,715+585.3% | Added |
| McIlrath & Eck, LLC | 1,867 | $23.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,553 | $19.5K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,500 | $18.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,452 | $18.2K | 0.00% | −69−4.5% | Reduced |
| PEAK6 Investments LLC | 1,392 | $17.5K | 0.00% | +1,392 | New |
| The PNC Financial Services Group, Inc. | 1,346 | $16.9K | 0.00% | −529−28.2% | Reduced |
| Royal Bank of Canada | 1,203 | $15.0K | 0.00% | +33+2.8% | Added |
| Fernwood Investment Management, LLC | 1,050 | $13.2K | 0.00% | +1,050 | New |
| MetLife Investment Management | 976 | $12.3K | 0.00% | +2+0.2% | Added |
| Tower Research Capital LLC (TRC) | 908 | $11.4K | 0.00% | −8,030−89.8% | Reduced |
| Parkside Financial Bank & Trust | 872 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 800 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 767 | $9.63K | 0.00% | +17+2.3% | Added |
| Comerica Bank | 696 | $8.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 502 | $6.30K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 412 | $5.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 354 | $4.45K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 340 | $4.27K | 0.00% | +340 | New |
| GAMMA Investing LLC | 250 | $3.14K | 0.00% | −966−79.4% | Reduced |
| JJJ Advisors Inc. | 190 | $2.39K | 0.00% | −169−47.1% | Reduced |
| Russell Investments Group, Ltd. | 182 | $2.29K | 0.00% | −35,510−99.5% | Reduced |
| Capital Advisors, Ltd. LLC | 191 | $2.00K | 0.00% | +20+11.7% | Added |
| Massmutual Trust Co FSB | 151 | $1.90K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 140 | $1.68K | 0.00% | +84+150.0% | Added |
| IFP Advisors, Inc | 110 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 88 | $1.10K | 0.00% | +88 | New |
| Ci Investments Inc. | 106 | $1.00K | 0.00% | +24+29.3% | Added |
| Tucker Asset Management LLC | 71 | $897 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $791 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $365 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $365 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $201 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,330−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −24,650−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −17,375−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,886−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −12,776−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −12,776−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −10,547−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,494−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |