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 2025
Institutional positions in TFS Financial CORP as of Mar 31, 2025. 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
- 190
- +16 vs. Q4 2024
- Shares held
- 28.6M
- +1.05M (+3.8%) vs. Q4 2024
- Total value
- $354.5M
- +$8.30M (+2.4%) vs. Q4 2024
- New holders
- 33
- 67 more added
- Sold out
- 17
- 61 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $25 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $37 | 0.00% | +3 | New |
| Garde Capital, Inc. | 3 | $38 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $50 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $50 | 0.00% | +4 | New |
| Umb Bank N A | 20 | $248 | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $273 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $285 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $310 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 27 | $335 | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 28 | $347 | 0.00% | +4+16.7% | Added |
| Global Financial Private Client, LLC | 28 | $347 | 0.00% | +19+211.1% | Added |
| South State Corp. | 30 | $372 | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 35 | $447 | 0.00% | +35 | New |
| Principal Securities, Inc. | 36 | $452 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $781 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 120 | $1.00K | 0.00% | +7+6.2% | Added |
| JFS Wealth Advisors, LLC | 81 | $1.00K | 0.00% | −6−6.9% | Reduced |
| Flaharty Asset Management, LLC | 100 | $1.24K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 117 | $1.45K | 0.00% | +117 | New |
| IFP Advisors, Inc | 97 | $1.52K | 0.00% | −56−36.6% | Reduced |
| Skopos Labs, Inc. | 125 | $1.55K | 0.00% | +122+4,066.7% | Added |
| Bryn Mawr Trust Co | 168 | $2.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 235 | $2.88K | 0.00% | +62+35.8% | Added |
| Hantz Financial Services, Inc. | 255 | $3.00K | 0.00% | +255 | New |
| Massmutual Trust Co FSB | 274 | $3.40K | 0.00% | +123+81.5% | Added |
| Lindbrook Capital, LLC | 279 | $3.46K | 0.00% | −3,404−92.4% | Reduced |
| DAGCO, Inc. | 300 | $3.72K | 0.00% | +300 | New |
| SRS Capital Advisors, Inc. | 315 | $3.90K | 0.00% | +98+45.2% | Added |
| Corebridge Financial, Inc. | 340 | $4.21K | 0.00% | −11−3.1% | Reduced |
| Huntington National Bank | 354 | $4.39K | 0.00% | −18−4.8% | Reduced |
| City State Bank | 400 | $4.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 457 | $6.00K | 0.00% | +19+4.3% | Added |
| Crews Bank & Trust | 500 | $6.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 502 | $6.22K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 518 | $6.42K | 0.00% | −6,619−92.7% | Reduced |
| Ancora Advisors, LLC | 553 | $6.85K | 0.00% | −3,000−84.4% | Reduced |
| GAMMA Investing LLC | 558 | $6.91K | 0.00% | −110−16.5% | Reduced |
| Coldstream Capital Management Inc | 558 | $6.91K | 0.00% | +558 | New |
| EverSource Wealth Advisors, LLC | 626 | $7.76K | 0.00% | +300+92.0% | Added |
| The PNC Financial Services Group, Inc. | 695 | $8.61K | 0.00% | +455+189.6% | Added |
| Spire Wealth Management | 837 | $10.4K | 0.00% | +19+2.3% | Added |
| Parkside Financial Bank & Trust | 872 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 900 | $11.2K | 0.00% | +500+125.0% | Added |
| MetLife Investment Management | 908 | $11.3K | 0.00% | +21+2.4% | Added |
| Comerica Bank | 967 | $12.0K | 0.00% | +883+1,051.2% | Added |
| Simplex Trading, LLC | 983 | $12.0K | 0.00% | −717−42.2% | Reduced |
| Allworth Financial LP | 936 | $12.1K | 0.00% | −606−39.3% | Reduced |
| Royal Bank of Canada | 1,185 | $15.0K | 0.00% | −252−17.5% | Reduced |
| McIlrath & Eck, LLC | 1,317 | $16.3K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,429 | $17.7K | 0.01% | +7+0.5% | Added |
| Alpine Bank Wealth Management | 1,941 | $24.0K | 0.00% | +1,941 | New |
| Quent Capital, LLC | 2,215 | $27.4K | 0.00% | −1,485−40.1% | Reduced |
| Clear Street Markets LLC | 2,310 | $28.6K | 0.02% | +2,310 | New |
| Compass Wealth Management LLC | 2,400 | $29.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,404 | $29.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,393 | $30.0K | 0.00% | −1,871−43.9% | Reduced |
| Amalgamated Bank | 2,631 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,826 | $35.0K | 0.00% | −201−6.6% | Reduced |
| Quadrant Capital Group LLC | 3,114 | $38.6K | 0.00% | −1,534−33.0% | Reduced |
| Aquatic Capital Management LLC | 3,227 | $40.0K | 0.00% | −182−5.3% | Reduced |
| Danske Bank A/S | 3,600 | $44.6K | 0.00% | +2,300+176.9% | Added |
| Deutsche Bank AG | 3,745 | $46.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,993 | $49.5K | 0.01% | +2,884+260.1% | Added |
| CoreCap Advisors, LLC | 5,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 6,718 | $83.2K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 7,421 | $91.9K | 0.00% | −3,498−32.0% | Reduced |
| BNP Paribas Arbitrage, SA | 7,684 | $95.2K | 0.00% | +5,208+210.3% | Added |
| Quest Partners LLC | 7,921 | $98.1K | 0.01% | +5,230+194.4% | Added |
| Wells Fargo & Company | 8,068 | $100.0K | 0.00% | −3,880−32.5% | Reduced |
| Russell Investments Group, Ltd. | 8,283 | $102.6K | 0.00% | +4,161+100.9% | Added |
| Park Circle Co | 9,905 | $122.7K | 0.11% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,000 | $123.9K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,015 | $124.1K | 0.00% | +10,015 | New |
| Aigen Investment Management, LP | 10,306 | $127.7K | 0.02% | +10,306 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,381 | $128.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,940 | $135.5K | 0.00% | −1,192−9.8% | Reduced |
| SBI Securities Co., Ltd. | 10,975 | $136.0K | 0.00% | +475+4.5% | Added |
| Nisa Investment Advisors, LLC | 11,000 | $136.3K | 0.00% | +6,400+139.1% | Added |
| CI Private Wealth, LLC | 11,007 | $136.4K | 0.00% | −648−5.6% | Reduced |
| Perigon Wealth Management, LLC | 11,637 | $144.2K | 0.00% | −503−4.1% | Reduced |
| New York State Common Retirement Fund | 11,657 | $144.4K | 0.00% | −5,206−30.9% | Reduced |
| GWN Securities Inc. | 11,208 | $149.9K | 0.01% | +11,208 | New |
| Commonwealth Equity Services, LLC | 12,135 | $150.0K | 0.00% | +573+5.0% | Added |
| Axq Capital, LP | 12,123 | $150.2K | 0.06% | +1,079+9.8% | Added |
| PharVision Advisers, LLC | 12,549 | $155.5K | 0.22% | +12,549 | New |
| Signaturefd, LLC | 12,693 | $157.3K | 0.00% | −1,385−9.8% | Reduced |
| Jane Street Group, LLC | 12,803 | $158.6K | 0.00% | +12,803 | New |
| Integrated Advisors Network LLC | 13,305 | $164.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,456 | $166.7K | 0.00% | −2,300−14.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,754 | $170.4K | 0.01% | −12,015−46.6% | Reduced |
| Stifel Financial Corp | 13,946 | $172.8K | 0.00% | +283+2.1% | Added |
| Gsa Capital Partners LLP | 14,179 | $176.0K | 0.02% | +14,179 | New |
| Kestra Advisory Services, LLC | 14,711 | $182.3K | 0.00% | −978−6.2% | Reduced |
| Meeder Advisory Services, Inc. | 15,293 | $189.5K | 0.01% | −1,550−9.2% | Reduced |
| Public Employees Retirement System of Ohio | 15,556 | $192.7K | 0.00% | −1,800−10.4% | Reduced |
| SG Americas Securities, LLC | 15,556 | $193.0K | 0.00% | +1,594+11.4% | Added |
| Glenmede Trust Co NA | 15,989 | $198.1K | 0.00% | +943+6.3% | Added |
| Gabelli Funds LLC | 16,000 | $198.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,097 | $199.4K | 0.00% | −175−1.1% | Reduced |