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 2026
Institutional positions in TFS Financial CORP as of Mar 31, 2026. 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
- 217
- +17 vs. Q4 2025
- Shares held
- 37.9M
- +7.70M (+25.5%) vs. Q4 2025
- Total value
- $533.1M
- +$128.5M (+31.8%) vs. Q4 2025
- New holders
- 43
- 89 more added
- Sold out
- 26
- 48 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $42 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 6 | $84 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 11 | $155 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $169 | 0.00% | −4−25.0% | Reduced |
| Rialto Wealth Management, LLC | 12 | $169 | 0.00% | +1+9.1% | Added |
| Dogwood Wealth Management LLC | 15 | $211 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $266 | 0.00% | +9+90.0% | Added |
| MV Capital Management, Inc. | 21 | $296 | 0.00% | +6+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $310 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $351 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 27 | $379 | 0.00% | −155−85.2% | Reduced |
| Rothschild Investment LLC | 27 | $379 | 0.00% | −8−22.9% | Reduced |
| South State Corp. | 30 | $422 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $534 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $548 | 0.00% | +1+2.8% | Added |
| SJS Investment Consulting Inc. | 40 | $562 | 0.00% | +22+122.2% | Added |
| Bartlett & Co. Wealth Management LLC | 40 | $597 | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 65 | $913 | 0.00% | +2+3.2% | Added |
| Hantz Financial Services, Inc. | 37 | $1.00K | 0.00% | −133−78.2% | Reduced |
| Avion Wealth | 81 | $1.00K | 0.00% | −37−31.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 81 | $1.14K | 0.00% | −2−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $1.17K | 0.00% | −55−39.9% | Reduced |
| IFP Advisors, Inc | 90 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $1.49K | 0.00% | +80+307.7% | Added |
| Investors Portfolio Services LLC | 111 | $1.65K | 0.00% | +111 | New |
| CVA Family Office, LLC | 162 | $2.28K | 0.00% | +162 | New |
| Smartleaf Asset Management LLC | 203 | $2.79K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $2.81K | 0.00% | −300−60.0% | Reduced |
| Versant Capital Management, Inc | 204 | $2.87K | 0.00% | +204 | New |
| Pinnacle Wealth Planning Services, Inc. | 261 | $3.67K | 0.00% | +110+72.8% | Added |
| Massmutual Trust Co FSB | 274 | $3.85K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $4.21K | 0.00% | −4,600−93.9% | Reduced |
| DAGCO, Inc. | 300 | $4.21K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 302 | $4.24K | 0.00% | +302 | New |
| Marquette Asset Management, LLC | 350 | $4.92K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 500 | $7.03K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $7.03K | 0.00% | +500 | New |
| Private Trust Co NA | 502 | $7.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 500 | $7.12K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 659 | $9.26K | 0.00% | −2,336−78.0% | Reduced |
| The PNC Financial Services Group, Inc. | 662 | $9.30K | 0.00% | +70+11.8% | Added |
| Neo Ivy Capital Management | 673 | $9.46K | 0.00% | −1,040−60.7% | Reduced |
| Root Financial Partners, LLC | 743 | $10.4K | 0.00% | +287+62.9% | Added |
| Fourth Dimension Wealth, LLC | 787 | $11.1K | 0.00% | +7+0.9% | Added |
| Aquatic Capital Management LLC | 853 | $12.0K | 0.00% | −12,350−93.5% | Reduced |
| MetLife Investment Management | 858 | $12.1K | 0.00% | +1+0.1% | Added |
| Spire Wealth Management | 909 | $12.8K | 0.00% | +18+2.0% | Added |
| Larson Financial Group LLC | 924 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,051 | $14.8K | 0.00% | +25+2.4% | Added |
| Strategic Wealth Partners, Ltd. | 1,055 | $14.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,137 | $15.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,134 | $16.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,224 | $17.2K | 0.00% | +155+14.5% | Added |
| STRS Ohio | 1,253 | $17.6K | 0.00% | −2−0.2% | Reduced |
| Quadrant Capital Group LLC | 1,279 | $18.0K | 0.00% | −3,984−75.7% | Reduced |
| McIlrath & Eck, LLC | 1,317 | $18.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,476 | $20.7K | 0.00% | −29−1.9% | Reduced |
| Sterling Capital Management LLC | 1,761 | $24.7K | 0.00% | −1,339−43.2% | Reduced |
| Quent Capital, LLC | 1,784 | $25.1K | 0.00% | −271−13.2% | Reduced |
| MAI Capital Management | 1,948 | $27.4K | 0.00% | +193+11.0% | Added |
| Itau Unibanco Holding S.A. | 2,072 | $29.1K | 0.00% | +2,072 | New |
| Rockefeller Capital Management L.P. | 2,253 | $31.7K | 0.00% | +1,149+104.1% | Added |
| EverSource Wealth Advisors, LLC | 2,706 | $38.0K | 0.00% | +841+45.1% | Added |
| Tower Research Capital LLC (TRC) | 2,816 | $39.6K | 0.00% | +1,374+95.3% | Added |
| BNP Paribas Arbitrage, SA | 3,359 | $47.2K | 0.00% | −1,580−32.0% | Reduced |
| CWM, LLC | 3,831 | $53.8K | 0.00% | +148+4.0% | Added |
| Deutsche Bank AG | 4,179 | $58.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,239 | $59.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,627 | $65.0K | 0.00% | +3,660+378.5% | Added |
| Archer Investment Corp | 6,718 | $94.4K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,026 | $98.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,678 | $107.9K | 0.00% | −741−8.8% | Reduced |
| Quantbot Technologies LP | 7,752 | $108.9K | 0.00% | +7,752 | New |
| Covestor Ltd | 9,249 | $130.0K | 0.09% | −9,878−51.6% | Reduced |
| Royal Bank of Canada | 9,658 | $136.0K | 0.00% | +8,936+1,237.7% | Added |
| SBI Securities Co., Ltd. | 10,102 | $141.9K | 0.00% | −666−6.2% | Reduced |
| Worldquant Millennium Advisors LLC | 10,150 | $142.6K | 0.00% | +10,150 | New |
| Lineweaver Wealth Advisors, LLC | 10,361 | $145.6K | 0.02% | +168+1.6% | Added |
| HRT Financial LP | 10,394 | $146.0K | 0.00% | +10,394 | New |
| Vise Technologies, Inc. | 11,237 | $150.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 10,909 | $153.3K | 0.02% | +10,909 | New |
| Pictet Asset Management Holding SA | 10,969 | $154.1K | 0.00% | +10,969 | New |
| Punch & Associates Investment Management, Inc. | 11,020 | $154.8K | 0.01% | +11,020 | New |
| Capital Advisors, Ltd. LLC | 11,067 | $155.0K | 0.02% | +10,991+14,461.8% | Added |
| New York State Common Retirement Fund | 11,657 | $163.8K | 0.00% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 11,834 | $166.3K | 0.05% | +53+0.4% | Added |
| KLP Kapitalforvaltning AS | 11,900 | $167.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,988 | $168.4K | 0.00% | +316+2.7% | Added |
| Raymond James Financial Inc | 12,142 | $170.6K | 0.00% | −105−0.9% | Reduced |
| Bank of Montreal | 12,240 | $172.0K | 0.00% | +56+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,257 | $175.3K | 0.00% | +12,257 | New |
| State of Alaska, Department of Revenue | 12,549 | $176.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 12,830 | $180.3K | 0.04% | +12,830 | New |
| Perigon Wealth Management, LLC | 13,715 | $192.7K | 0.00% | +1,690+14.1% | Added |
| Vanguard Investments Australia, Ltd. | 13,826 | $194.3K | 0.00% | +13,826 | New |
| Oppenheimer Asset Management Inc. | 14,103 | $198.1K | 0.00% | +1,315+10.3% | Added |
| Manufacturers Life Insurance Company, The | 14,245 | $200.1K | 0.00% | +1,451+11.3% | Added |
| Dark Forest Capital Management LP | 14,804 | $208.0K | 0.02% | +14,804 | New |
| Glenmede Trust Co NA | 15,064 | $211.6K | 0.00% | 00.0% | Unchanged |