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, Q2 2026
Institutional positions in TFS Financial CORP as of Jun 30, 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
- 235
- +23 vs. Q1 2026
- Shares held
- 38.5M
- +644.8K (+1.7%) vs. Q1 2026
- Total value
- $681.6M
- +$149.9M (+28.2%) vs. Q1 2026
- New holders
- 41
- 83 more added
- Sold out
- 18
- 72 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $36 | 0.00% | +2 | New |
| Activest Wealth Management | 5 | $89 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $108 | 0.00% | +6 | New |
| LRI Investments, LLC | 9 | $159 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 12 | $212 | 0.00% | +12 | New |
| Essential Partners LLC | 12 | $213 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 18 | $319 | 0.00% | +18 | New |
| MV Capital Management, Inc. | 20 | $355 | 0.00% | −1−4.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $390 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $408 | 0.00% | +4+21.1% | Added |
| HFM Investment Advisors, LLC | 24 | $426 | 0.00% | +13+118.2% | Added |
| WPG Advisers, LLC | 25 | $443 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $532 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $532 | 0.00% | +18+150.0% | Added |
| UMA Financial Services, Inc. | 38 | $674 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $677 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 40 | $709 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 40 | $709 | 0.00% | +40 | New |
| Sachetta, LLC | 41 | $727 | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 81 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 65 | $1.15K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 65 | $1.15K | 0.00% | +65 | New |
| Keating Financial Advisory Services, Inc. | 82 | $1.45K | 0.00% | +1+1.2% | Added |
| IFP Advisors, Inc | 88 | $1.56K | 0.00% | −2−2.2% | Reduced |
| Action Point Financial Planning, LLC | 105 | $1.86K | 0.00% | +105 | New |
| Rothschild Investment LLC | 105 | $1.86K | 0.00% | +78+288.9% | Added |
| Investors Portfolio Services LLC | 111 | $1.97K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $2.27K | 0.00% | +45+54.2% | Added |
| Fortitude Family Office, LLC | 129 | $2.29K | 0.00% | +23+21.7% | Added |
| Assetmark, Inc | 135 | $2.39K | 0.00% | +108+400.0% | Added |
| Triumph Capital Management | 200 | $3.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 203 | $3.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 204 | $3.62K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $4.16K | 0.00% | +73+45.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 261 | $4.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 274 | $4.86K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $5.32K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 300 | $5.32K | 0.00% | +300 | New |
| Marquette Asset Management, LLC | 350 | $6.20K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 459 | $8.13K | 0.00% | −200−30.3% | Reduced |
| ZRC Wealth Management, LLC | 468 | $8.29K | 0.00% | +468 | New |
| Crews Bank & Trust | 500 | $8.86K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 502 | $8.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 700 | $12.4K | 0.00% | −3,539−83.5% | Reduced |
| The PNC Financial Services Group, Inc. | 716 | $12.7K | 0.00% | +54+8.2% | Added |
| SJS Investment Consulting Inc. | 737 | $13.1K | 0.00% | +697+1,742.5% | Added |
| Fourth Dimension Wealth, LLC | 792 | $14.0K | 0.00% | +5+0.6% | Added |
| MetLife Investment Management | 853 | $15.1K | 0.00% | −5−0.6% | Reduced |
| Larson Financial Group LLC | 924 | $16.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 925 | $16.4K | 0.00% | +16+1.8% | Added |
| Rossby Financial, LCC | 1,000 | $17.7K | 0.00% | +500+100.0% | Added |
| Parkside Financial Bank & Trust | 1,026 | $18.2K | 0.00% | −25−2.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,055 | $18.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,069 | $18.9K | 0.00% | −155−12.7% | Reduced |
| STRS Ohio | 1,103 | $19.5K | 0.00% | −150−12.0% | Reduced |
| Westside Investment Management, Inc. | 1,134 | $20.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,413 | $25.0K | 0.00% | −840−37.3% | Reduced |
| Sterling Capital Management LLC | 1,447 | $25.6K | 0.00% | −314−17.8% | Reduced |
| Alpine Bank Wealth Management | 1,704 | $30.2K | 0.00% | +1,704 | New |
| Quent Capital, LLC | 1,880 | $33.3K | 0.00% | +96+5.4% | Added |
| Tower Research Capital LLC (TRC) | 1,912 | $33.9K | 0.00% | −904−32.1% | Reduced |
| Toth Financial Advisory Corp | 2,000 | $35.4K | 0.00% | +2,000 | New |
| Allworth Financial LP | 2,026 | $35.9K | 0.00% | +550+37.3% | Added |
| EverSource Wealth Advisors, LLC | 2,419 | $42.9K | 0.00% | −287−10.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,431 | $43.1K | 0.00% | +2,431 | New |
| Global Retirement Partners, LLC | 2,469 | $43.8K | 0.00% | +2,469 | New |
| Jones Financial Companies LLLP | 2,895 | $50.6K | 0.00% | +1,758+154.6% | Added |
| Royal Bank of Canada | 3,009 | $53.0K | 0.00% | −6,649−68.8% | Reduced |
| Neo Ivy Capital Management | 3,117 | $55.2K | 0.01% | +2,444+363.2% | Added |
| Deutsche Bank AG | 4,223 | $74.8K | 0.00% | +44+1.1% | Added |
| GAMMA Investing LLC | 4,964 | $88.0K | 0.00% | +337+7.3% | Added |
| Archer Investment Corp | 6,718 | $119.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,811 | $120.7K | 0.00% | −215−3.1% | Reduced |
| Covestor Ltd | 8,355 | $148.0K | 0.09% | −894−9.7% | Reduced |
| SBI Securities Co., Ltd. | 8,820 | $156.3K | 0.00% | −1,282−12.7% | Reduced |
| TCG Advisory Services, LLC | 10,088 | $178.8K | 0.00% | +10,088 | New |
| Vise Technologies, Inc. | 10,143 | $179.7K | 0.00% | −1,094−9.7% | Reduced |
| Anchyra Partners LLC | 10,325 | $183.0K | 0.04% | +10,325 | New |
| Commonwealth Financial Services, LLC | 10,426 | $184.7K | 0.02% | −483−4.4% | Reduced |
| Eventide Asset Management, LLC | 10,917 | $191.4K | 0.00% | +10,917 | New |
| Lineweaver Wealth Advisors, LLC | 10,806 | $191.5K | 0.02% | +445+4.3% | Added |
| Inceptionr LLC | 10,838 | $192.0K | 0.05% | +10,838 | New |
| Punch & Associates Investment Management, Inc. | 11,020 | $195.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11,067 | $196.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,657 | $206.6K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 11,802 | $209.1K | 0.01% | −21,262−64.3% | Reduced |
| Signaturefd, LLC | 11,837 | $209.8K | 0.00% | −151−1.3% | Reduced |
| Machina Capital S.A.S. | 11,866 | $210.3K | 0.03% | +11,866 | New |
| Prasad Wealth Partners, LLC | 11,878 | $210.5K | 0.05% | +44+0.4% | Added |
| KLP Kapitalforvaltning AS | 11,900 | $210.9K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,027 | $213.1K | 0.00% | +12,027 | New |
| State of Alaska, Department of Revenue | 12,549 | $222.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 12,821 | $227.2K | 0.04% | −9−0.1% | Reduced |
| Hilltop Holdings Inc. | 13,007 | $230.5K | 0.02% | −10,607−44.9% | Reduced |
| Wells Fargo & Company | 13,277 | $235.3K | 0.00% | +5,599+72.9% | Added |
| Raymond James Financial Inc | 13,681 | $242.4K | 0.00% | +1,539+12.7% | Added |
| Oppenheimer Asset Management Inc. | 13,795 | $244.4K | 0.00% | −308−2.2% | Reduced |