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, Q3 2024
Institutional positions in TFS Financial CORP as of Sep 30, 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
- 167
- +9 vs. Q2 2024
- Shares held
- 27.2M
- +3.69M (+15.7%) vs. Q2 2024
- Total value
- $350.3M
- +$53.2M (+17.9%) vs. Q2 2024
- New holders
- 34
- 57 more added
- Sold out
- 25
- 49 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 2 | $26 | 0.00% | +2 | New |
| Claris Advisors, LLC | 9 | $116 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 10 | $129 | 0.00% | +2+25.0% | Added |
| Jones Financial Companies LLLP | 16 | $205 | 0.00% | +16 | New |
| Voisard Asset Management Group, Inc. | 22 | $283 | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 23 | $296 | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $322 | 0.00% | +6+31.6% | Added |
| SJS Investment Consulting Inc. | 29 | $373 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 56 | $720 | 0.00% | +25+80.6% | Added |
| Raffa Wealth Management, LLC | 63 | $810 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $875 | 0.00% | +39+134.5% | Added |
| Tucker Asset Management LLC | 71 | $919 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 72 | $926 | 0.00% | +72 | New |
| Hemington Wealth Management | 91 | $1.00K | 0.00% | +91 | New |
| Creekmur Asset Management LLC | 97 | $1.25K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $1.29K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 101 | $1.29K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 149 | $2.00K | 0.00% | +149 | New |
| Ronald Blue Trust, Inc. | 162 | $2.04K | 0.00% | −2−1.2% | Reduced |
| IFP Advisors, Inc | 166 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 168 | $2.16K | 0.00% | +168 | New |
| Massmutual Trust Co FSB | 171 | $2.20K | 0.00% | −84−32.9% | Reduced |
| The PNC Financial Services Group, Inc. | 201 | $2.58K | 0.00% | −47−19.0% | Reduced |
| Comerica Bank | 208 | $2.67K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 232 | $2.98K | 0.00% | +232 | New |
| Capital Advisors, Ltd. LLC | 223 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 248 | $3.19K | 0.00% | −18−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 305 | $3.92K | 0.00% | +217+246.6% | Added |
| GAMMA Investing LLC | 312 | $4.01K | 0.00% | −64−17.0% | Reduced |
| Huntington National Bank | 354 | $4.55K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 376 | $4.83K | 0.00% | −12−3.1% | Reduced |
| City State Bank | 400 | $5.14K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $5.14K | 0.00% | +400 | New |
| Northwest Investment Counselors, LLC | 414 | $5.32K | 0.00% | +414 | New |
| Private Trust Co NA | 502 | $6.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 639 | $8.22K | 0.00% | −141−18.1% | Reduced |
| Spire Wealth Management | 801 | $10.3K | 0.00% | +17+2.2% | Added |
| Parkside Financial Bank & Trust | 872 | $11.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 885 | $11.4K | 0.00% | −20−2.2% | Reduced |
| Naples Money Management LLC | 1,500 | $19.3K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,553 | $20.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,867 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,175 | $28.0K | 0.00% | +733+50.8% | Added |
| Quent Capital, LLC | 2,203 | $28.3K | 0.00% | −107−4.6% | Reduced |
| Alpine Bank Wealth Management | 2,303 | $29.6K | 0.00% | +2,303 | New |
| Russell Investments Group, Ltd. | 2,311 | $29.7K | 0.00% | +1,193+106.7% | Added |
| Sterling Capital Management LLC | 2,331 | $30.0K | 0.00% | +2,331 | New |
| Compass Wealth Management LLC | 2,400 | $30.9K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,631 | $34.0K | 0.00% | −208−7.3% | Reduced |
| Royal Bank of Canada | 2,806 | $35.0K | 0.00% | +1,288+84.8% | Added |
| Allspring Global Investments Holdings, LLC | 3,194 | $41.1K | 0.00% | +976+44.0% | Added |
| Lindbrook Capital, LLC | 3,582 | $46.1K | 0.00% | −163−4.4% | Reduced |
| CWM, LLC | 4,078 | $52.0K | 0.00% | +106+2.7% | Added |
| Global Retirement Partners, LLC | 4,923 | $63.3K | 0.00% | −371−7.0% | Reduced |
| CoreCap Advisors, LLC | 5,000 | $64.3K | 0.00% | +5,000 | New |
| Quadrant Capital Group LLC | 5,013 | $64.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,400 | $69.4K | 0.00% | +5,400 | New |
| FMR LLC | 6,655 | $85.6K | 0.00% | +443+7.1% | Added |
| Archer Investment Corp | 6,718 | $86.4K | 0.02% | +142+2.2% | Added |
| BNP Paribas Arbitrage, SA | 8,420 | $108.3K | 0.00% | +7,499+814.2% | Added |
| Quantbot Technologies LP | 8,762 | $112.7K | 0.00% | −571−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,962 | $115.3K | 0.00% | −3,753−29.5% | Reduced |
| SG Americas Securities, LLC | 9,471 | $122.0K | 0.00% | −2,708−22.2% | Reduced |
| Park Circle Co | 9,905 | $127.4K | 0.11% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,198 | $131.1K | 0.00% | +1,779+21.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,381 | $133.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,170 | $143.6K | 0.00% | −13,084−53.9% | Reduced |
| Perigon Wealth Management, LLC | 11,752 | $151.1K | 0.00% | +487+4.3% | Added |
| Meeder Advisory Services, Inc. | 11,783 | $151.5K | 0.01% | +11,783 | New |
| Victory Capital Management Inc | 12,023 | $154.6K | 0.00% | −8,799−42.3% | Reduced |
| Frank, Rimerman Advisors LLC | 12,471 | $160.4K | 0.01% | −18,198−59.3% | Reduced |
| Nisa Investment Advisors, LLC | 12,600 | $162.0K | 0.00% | +7,000+125.0% | Added |
| Balyasny Asset Management LLC | 13,006 | $167.3K | 0.00% | +13,006 | New |
| Commonwealth Equity Services, LLC | 13,983 | $180.0K | 0.00% | +1,095+8.5% | Added |
| Veriti Management LLC | 14,053 | $180.7K | 0.01% | −703−4.8% | Reduced |
| Graham Capital Management, L.P. | 14,360 | $184.7K | 0.01% | +14,360 | New |
| Covestor Ltd | 14,899 | $192.0K | 0.12% | −1,187−7.4% | Reduced |
| Glenmede Trust Co NA | 15,156 | $194.9K | 0.00% | +156+1.0% | Added |
| Advisor Group Holdings, Inc. | 15,254 | $196.2K | 0.00% | −2,432−13.8% | Reduced |
| Kestra Advisory Services, LLC | 15,436 | $198.5K | 0.00% | +440+2.9% | Added |
| Signaturefd, LLC | 15,595 | $200.6K | 0.00% | −240−1.5% | Reduced |
| Gabelli Funds LLC | 16,000 | $205.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,166 | $207.9K | 0.00% | +448+2.9% | Added |
| Mariner, LLC | 16,522 | $212.5K | 0.00% | +3,967+31.6% | Added |
| New York State Common Retirement Fund | 16,863 | $216.9K | 0.00% | −15,000−47.1% | Reduced |
| US Bancorp | 17,483 | $224.8K | 0.00% | −890−4.8% | Reduced |
| Great West Life Assurance Co | 18,349 | $237.0K | 0.00% | +1,722+10.4% | Added |
| Oppenheimer Asset Management Inc. | 18,623 | $239.5K | 0.00% | −253−1.3% | Reduced |
| Sherbrooke Park Advisers LLC | 19,279 | $247.9K | 0.06% | +19,279 | New |
| Vestmark Advisory Solutions, Inc. | 19,536 | $251.2K | 0.01% | +1,016+5.5% | Added |
| Paloma Partners Management Co | 19,597 | $252.0K | 0.01% | +19,597 | New |
| Umb Bank N A | 20,000 | $257.2K | 0.00% | 00.0% | Unchanged |
| Farmers Trust Co | 20,000 | $257.2K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 20,505 | $263.7K | 0.00% | −1,093−5.1% | Reduced |
| Treasurer of the State of North Carolina | 22,079 | $284.0K | 0.00% | +90+0.4% | Added |
| Integrated Advisors Network LLC | 22,106 | $284.3K | 0.01% | +7,984+56.5% | Added |
| National Asset Management, Inc. | 22,942 | $290.3K | 0.01% | +75+0.3% | Added |
| Mercer Global Advisors Inc | 22,621 | $290.8K | 0.00% | +8,174+56.6% | Added |
| Envestnet Asset Management Inc | 22,936 | $295.0K | 0.00% | −856−3.6% | Reduced |
| Raymond James & Associates | 23,590 | $303.4K | 0.00% | −154−0.6% | Reduced |