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, Q4 2025
Institutional positions in TFS Financial CORP as of Dec 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
- 204
- +20 vs. Q3 2025
- Shares held
- 35.6M
- +4.21M (+13.4%) vs. Q3 2025
- Total value
- $476.9M
- +$62.7M (+15.1%) vs. Q3 2025
- New holders
- 40
- 81 more added
- Sold out
- 20
- 49 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $15 | 0.00% | +1 | New |
| Activest Wealth Management | 5 | $67 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 10 | $133 | 0.00% | +1+11.1% | Added |
| Tucker Asset Management LLC | 11 | $146 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 11 | $148 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $148 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 14 | $187 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 15 | $201 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $201 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $214 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 18 | $241 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $295 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $335 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $348 | 0.00% | −10−27.8% | Reduced |
| South State Corp. | 30 | $402 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $468 | 0.00% | +35 | New |
| Cornerstone Planning Group LLC | 36 | $505 | 0.00% | −84−70.0% | Reduced |
| UMA Financial Services, Inc. | 38 | $509 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $629 | 0.00% | 00.0% | Unchanged |
| Bayban | 50 | $669 | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 63 | $843 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 118 | $1.00K | 0.00% | +77+187.8% | Added |
| Keating Financial Advisory Services, Inc. | 83 | $1.11K | 0.00% | +83 | New |
| IFP Advisors, Inc | 90 | $1.20K | 0.00% | +2+2.3% | Added |
| Equitec Proprietary Markets, LLC | 95 | $1.27K | 0.01% | −4,479−97.9% | Reduced |
| JFS Wealth Advisors, LLC | 138 | $1.85K | 0.00% | +36+35.3% | Added |
| Nisa Investment Advisors, LLC | 144 | $1.93K | 0.00% | −23,512−99.4% | Reduced |
| Capital Advisors, Ltd. LLC | 76 | $2.00K | 0.00% | −11,023−99.3% | Reduced |
| Hantz Financial Services, Inc. | 170 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 151 | $2.02K | 0.00% | +151 | New |
| Assetmark, Inc | 182 | $2.44K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 203 | $2.72K | 0.00% | +112+123.1% | Added |
| Massmutual Trust Co FSB | 274 | $3.67K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 300 | $4.01K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 306 | $4.09K | 0.00% | +306 | New |
| Marquette Asset Management, LLC | 350 | $4.68K | 0.00% | +174+98.9% | Added |
| Root Financial Partners, LLC | 456 | $6.10K | 0.00% | +65+16.6% | Added |
| Crews Bank & Trust | 500 | $6.69K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 500 | $6.69K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 500 | $6.69K | 0.00% | +500 | New |
| Private Trust Co NA | 502 | $6.72K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 592 | $7.92K | 0.00% | −45−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 716 | $9.58K | 0.00% | +716 | New |
| Royal Bank of Canada | 722 | $10.0K | 0.00% | −25,906−97.3% | Reduced |
| Quarry LP | 760 | $10.2K | 0.00% | +760 | New |
| Fourth Dimension Wealth, LLC | 780 | $10.4K | 0.00% | −216−21.7% | Reduced |
| MetLife Investment Management | 857 | $11.5K | 0.00% | −16−1.8% | Reduced |
| Spire Wealth Management | 891 | $11.9K | 0.00% | +18+2.1% | Added |
| Larson Financial Group LLC | 924 | $12.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 967 | $12.9K | 0.00% | +410+73.6% | Added |
| Parkside Financial Bank & Trust | 1,026 | $13.7K | 0.00% | +144+16.3% | Added |
| Strategic Wealth Partners, Ltd. | 1,055 | $14.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,069 | $14.3K | 0.00% | +715+202.0% | Added |
| Global Retirement Partners, LLC | 1,082 | $14.5K | 0.00% | +241+28.7% | Added |
| Rockefeller Capital Management L.P. | 1,104 | $14.8K | 0.00% | −104−8.6% | Reduced |
| Jones Financial Companies LLLP | 1,137 | $15.2K | 0.00% | +125+12.4% | Added |
| Westside Investment Management, Inc. | 1,134 | $15.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,255 | $16.8K | 0.00% | +2+0.2% | Added |
| Los Angeles Capital Management LLC | 1,326 | $17.6K | 0.00% | +1,326 | New |
| McIlrath & Eck, LLC | 1,317 | $17.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,442 | $19.3K | 0.00% | −651−31.1% | Reduced |
| Allworth Financial LP | 1,505 | $20.1K | 0.00% | −89−5.6% | Reduced |
| GoalVest Advisory LLC | 1,601 | $21.4K | 0.00% | +1,601 | New |
| Neo Ivy Capital Management | 1,713 | $22.9K | 0.00% | +1,713 | New |
| MAI Capital Management | 1,755 | $23.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,865 | $25.0K | 0.00% | +91+5.1% | Added |
| Quent Capital, LLC | 2,055 | $27.5K | 0.00% | +16+0.8% | Added |
| Comerica Bank | 2,445 | $32.7K | 0.00% | +1,773+263.8% | Added |
| Amalgamated Bank | 2,575 | $34.0K | 0.00% | −42−1.6% | Reduced |
| Group One Trading, L.P. | 2,995 | $40.1K | 0.00% | +2,995 | New |
| Sterling Capital Management LLC | 3,100 | $41.5K | 0.00% | −140−4.3% | Reduced |
| ZRC Wealth Management, LLC | 3,628 | $48.5K | 0.02% | +3,628 | New |
| CWM, LLC | 3,683 | $49.0K | 0.00% | +377+11.4% | Added |
| Deutsche Bank AG | 4,179 | $55.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,239 | $56.7K | 0.00% | +3,539+505.6% | Added |
| Danske Bank A/S | 4,900 | $65.6K | 0.00% | +1,300+36.1% | Added |
| BNP Paribas Arbitrage, SA | 4,939 | $66.1K | 0.00% | −18,199−78.7% | Reduced |
| Quadrant Capital Group LLC | 5,263 | $70.4K | 0.00% | −377−6.7% | Reduced |
| Archer Investment Corp | 6,718 | $89.9K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,026 | $94.0K | 0.00% | +250+3.7% | Added |
| Kestra Advisory Services, LLC | 7,907 | $105.8K | 0.00% | +7,907 | New |
| Wells Fargo & Company | 8,419 | $112.6K | 0.00% | +770+10.1% | Added |
| Lineweaver Wealth Advisors, LLC | 10,193 | $136.4K | 0.02% | +10,193 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,381 | $138.9K | 0.00% | 00.0% | Unchanged |
| JMN Financial LLC | 10,423 | $139.5K | 0.14% | +10,423 | New |
| DGS Capital Management, LLC | 10,450 | $139.8K | 0.02% | +10,450 | New |
| Callan Family Office, LLC | 10,492 | $140.4K | 0.00% | +10,492 | New |
| SBI Securities Co., Ltd. | 10,768 | $144.1K | 0.00% | −59−0.5% | Reduced |
| VARCOV Co. | 10,896 | $145.8K | 0.06% | +10,896 | New |
| Vise Technologies, Inc. | 11,237 | $150.4K | 0.00% | +11,237 | New |
| FMR LLC | 11,247 | $150.5K | 0.00% | +1,963+21.1% | Added |
| PharVision Advisers, LLC | 11,249 | $150.5K | 0.08% | +11,249 | New |
| New York State Common Retirement Fund | 11,657 | $156.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,672 | $156.2K | 0.00% | −190−1.6% | Reduced |
| Prasad Wealth Partners, LLC | 11,781 | $157.6K | 0.04% | +971+9.0% | Added |
| KLP Kapitalforvaltning AS | 11,900 | $159.2K | 0.00% | +1,900+19.0% | Added |
| Perigon Wealth Management, LLC | 12,025 | $160.9K | 0.00% | −27−0.2% | Reduced |
| Bank of Montreal | 12,184 | $163.0K | 0.00% | −622−4.9% | Reduced |
| Raymond James Financial Inc | 12,247 | $163.9K | 0.00% | +283+2.4% | Added |
| State of Alaska, Department of Revenue | 12,549 | $167.0K | 0.00% | +626+5.3% | Added |