TFS FinancialTFSL

13F holders, Q1 2026 (March 31)
217holders +13
37new positions
24sold out
5famous investors
$14.05avg. 13F price*

At the end of Q1 2026, 217 institutions reported holding TFS Financial Corp. (TFSL) in their 13F filings, up 13 from Q4 2025. 37 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($52.7M), Dimensional Fund Advisors LP ($43.3M) and Lakewood Capital Management, LP ($39.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
TFS Financial Corp.
CUSIP
87240R107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 152Q1 2024Q2 2024: 162Q2 2024Q3 2024: 167Q3 2024Q4 2024: 176Q4 2024Q1 2025: 190Q1 2025Q2 2025: 178Q2 2025Q3 2025: 186Q3 2025Q4 2025: 204Q4 2025Q1 2026: 217Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions37$17.1M
Exits24$2.2M

All 13F filers, Q4 2025 → Q1 2026: 3,908,360 shares bought and 1,134,718 shares sold, net +2,773,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 217 holders

BlackRock, Inc. 0.00% Reduce -7.0% 3,747,526 $52.7M
Dimensional Fund Advisors LP 0.01% Add +5.2% 3,083,792 $43.3M
Lakewood Capital Management, LP 2.56% Add +3.1% 2,835,382 $39.8M
Renaissance Technologies 0.06% Reduce -4.0% 2,549,491 $35.8M
State Street Corp. 0.00% Add +20.1% 2,362,081 $33.2M
Vanguard Capital Management LLC 0.00% — 2,355,001 $33.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -2.4% 2,316,081 $32.5M
Vanguard Portfolio Management LLC 0.00% — 2,287,389 $32.1M
Bank of New York Mellon Corp 0.00% Reduce -0.0% 1,868,620 $26.3M
Cramer Rosenthal McGlynn LLC 1.21% Add +0.3% 1,177,638 $16.5M
Geode Capital Management, LLC 0.00% Add +2.7% 1,172,893 $16.5M
Bank of America Corp. 0.00% Add +27.1% 1,009,309 $14.2M
Morgan Stanley 0.00% Add +12.1% 796,573 $11.2M
Gator Capital Management, LLC 2.06% Add +46.3% 687,800 $9.7M
UBS Group AG 0.00% Add +37.2% 685,771 $9.6M
Squarepoint Ops LLC 0.01% Add +109.5% 448,714 $6.3M
Quantinno Capital Management LP 0.01% Add +53.0% 405,322 $5.7M
Beverly Hills Private Wealth, LLC 0.78% Add +12.0% 326,832 $4.6M
Vanguard Fiduciary Trust Co. 0.00% — 323,361 $4.5M
Two Sigma Investments, LP 0.00% Add +24.6% 322,384 $4.5M
Charles Schwab Investment Management Inc. 0.00% Add +0.9% 310,388 $4.4M
Citadel Advisors 0.00% Reduce -42.9% 293,167 $4.1M
ExodusPoint Capital Management, LP 0.04% New 276,987 $3.9M
Schonfeld Strategic Advisors LLC 0.03% Add +162.4% 273,381 $3.8M
Northern Trust Corp. 0.00% Add +4.8% 248,372 $3.5M
Clearstead Advisors, LLC 0.03% Reduce -2.1% 242,040 $3.4M
Pathstone Holdings, LLC 0.01% Reduce -5.5% 224,189 $3.1M
Kestra Investment Management, LLC 0.05% Reduce -4.9% 203,968 $2.9M
Nuveen, LLC 0.00% Add +2.1% 166,624 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.6% 164,185 $2.3M
State Board of Administration of Florida Retirement System 0.00% No change 161,342 $2.3M
Goldman Sachs Group Inc. 0.00% Add +54.7% 144,306 $2.0M
Vestmark Advisory Solutions, Inc. 0.02% Add +123.1% 134,354 $1.9M
Mangrove Partners Im, LLC 0.15% New 129,642 $1.8M
Millennium Management 0.00% Add +35.7% 125,586 $1.8M
Invesco Ltd. 0.00% Add +2.1% 118,660 $1.7M
Alliancebernstein L.P. 0.00% Add +31.9% 124,079 $1.7M
Sage Investment Counsel LLC 1.82% Add +0.1% 116,921 $1.6M
Citigroup Inc. 0.00% Add +7.7% 112,608 $1.6M
Atom Investors LP 0.11% New 112,265 $1.6M
Occudo Quantitative Strategies LP 0.09% Add +23.1% 104,438 $1.6M
Swiss National Bank 0.00% No change 110,700 $1.6M
Corient Private Wealth LP 0.00% Add +332.4% 105,144 $1.5M
First Trust Advisors LP 0.00% Reduce -10.1% 100,168 $1.4M
Creative Planning 0.00% Reduce -7.9% 92,995 $1.3M
Susquehanna International Group, LLP 0.00% Add +620.9% 92,864 $1.3M
D. E. Shaw & Co. 0.00% New 83,830 $1.2M
Vision Capital Management, Inc. 0.14% Reduce -11.4% 80,055 $1.1M
Rafferty Asset Management, LLC 0.00% Add +11.9% 77,976 $1.1M
Voloridge Investment Management, LLC 0.00% New 76,596 $1.1M
Axq Capital, LP 0.13% Add +406.2% 73,231 $1.0M
Summit Trail Advisors, LLC 0.01% Add +95.0% 65,089 $915K
Balyasny Asset Management L.P. 0.00% New 65,051 $914K
Brevan Howard Capital Management LP 0.01% New 58,121 $817K
California State Teachers Retirement System 0.00% Reduce -0.7% 54,509 $766K
Rhumbline Advisers 0.00% Add +2.3% 53,764 $755K
Legal & General Group Plc 0.00% Reduce -12.6% 53,323 $749K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 53,118 $746K
Jump Financial, LLC 0.01% New 52,967 $744K
Brooklyn Investment Group 0.02% New 52,696 $740K
AQR Capital Management 0.00% Add +17.8% 52,938 $737K
American Century Companies Inc. 0.00% Add +141.4% 50,804 $714K
Signature Estate & Investment Advisors LLC 0.01% Add +11.3% 49,327 $693K
Frank, Rimerman Advisors LLC 0.04% No change 47,067 $661K
Cetera Investment Advisers 0.00% Add +4.8% 46,928 $659K
Focus Partners Wealth 0.00% Reduce -10.6% 46,678 $656K
Sequoia Financial Advisors, LLC 0.00% Add +2.6% 45,418 $638K
Harbor Advisors LLC 0.09% No change 42,260 $594K
SG Americas Securities, LLC 0.00% Reduce -29.6% 39,408 $554K
Barclays PLC 0.00% Add +46.0% 38,965 $547K
Maridea Wealth Management LLC 0.08% Reduce -0.0% 38,715 $544K
Mercer Global Advisors Inc. 0.00% Add +16.0% 37,855 $532K
Meeder Advisory Services, Inc. 0.02% Add +3.6% 36,939 $519K
Inspire Investing, LLC 0.03% Add +4.8% 36,592 $514K
Farther Finance Advisors, LLC 0.00% Add +0.2% 35,249 $502K
Osaic Holdings, Inc. 0.00% Add +4.5% 34,797 $489K
CenterBook Partners LP 0.03% Reduce -69.9% 33,064 $465K
T. Rowe Price Associates Inc. 0.00% Add +19.1% 32,354 $455K
Victory Capital Management Inc. 0.00% Reduce -0.6% 31,970 $449K
Ameriprise Financial Inc. 0.00% Add +15.4% 31,957 $449K
CANADA LIFE ASSURANCE Co 0.00% Add +5.8% 30,632 $431K
Simplex Trading, LLC 0.01% New 30,423 $427K
Parallel Advisors, LLC 0.01% Add +11.6% 29,957 $421K
Stratos Wealth Partners, LTD. 0.00% Add +50.0% 29,486 $414K
Avise Financial Cooperative, Inc. 0.33% Add +0.3% 28,370 $399K
JPMorgan Chase & Co. 0.00% Add +14.1% 26,715 $367K
Capstone Investment Advisors, LLC 0.00% New 25,668 $361K
Janus Henderson Group PLC 0.00% No change 24,830 $349K
HB Wealth Management, LLC 0.00% Add +10.9% 24,735 $348K
Gateway Investment Advisers LLC 0.00% New 24,106 $339K
Hilltop Holdings Inc. 0.03% Reduce -34.4% 23,614 $332K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -2.3% 23,264 $327K
Campbell & CO Investment Adviser LLC 0.02% Reduce -75.8% 23,117 $325K
Police & Firemen's Retirement System of New Jersey 0.00% No change 22,629 $318K
Treasurer of the State of North Carolina 0.00% Add +2.2% 22,431 $315K
Freestone Grove Partners LP 0.00% New 21,334 $300K
Vanguard Global Advisers, LLC 0.00% — 20,836 $293K
Caprock Group, LLC 0.01% Reduce -35.2% 20,193 $284K
Farmers Trust Co. 0.04% No change 20,000 $281K
US Bancorp \de 0.00% Reduce -2.6% 19,861 $279K
Nisa Investment Advisors, LLC 0.00% Add +13583.3% 19,704 $277K
United Capital Financial Advisors, LLC 0.00% New 19,418 $273K
LPL Financial LLC 0.00% Add +29.7% 18,800 $264K
Commonwealth Equity Services, LLC 0.00% Add +24.1% 18,442 $259K
Sei Investments Co. 0.00% Add +1.6% 18,129 $255K
FMR LLC 0.00% Add +60.4% 18,043 $254K
Keybank National Association 0.00% New 17,912 $252K
Frec Markets, Inc. 0.04% New 17,605 $247K
Russell Investments Group, Ltd. 0.00% Reduce -8.3% 17,409 $245K
Neuberger Berman Group LLC 0.00% New 16,712 $235K
Gabelli Funds LLC 0.00% No change 16,000 $225K
Mirabella Financial Services LLP 0.02% New 15,906 $223K
Envestnet Asset Management Inc. 0.00% Add +6.4% 15,763 $221K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +50.2% 15,592 $219K
Arizona State Retirement System 0.00% Reduce -1.6% 15,410 $217K
Hennion & Walsh Asset Management, Inc. 0.01% New 15,335 $215K
Public Employees Retirement System of Ohio 0.00% Reduce -3.3% 15,250 $214K
Glenmede Trust Co. NA 0.00% No change 15,064 $212K
Dark Forest Capital Management LP 0.02% New 14,804 $208K
Manufacturers Life Insurance Company, The 0.00% Add +11.3% 14,245 $200K
Oppenheimer Asset Management Inc. 0.00% Add +10.3% 14,103 $198K
Vanguard Investments Australia, Ltd. 0.00% — 13,826 $194K
Perigon Wealth Management, LLC 0.00% Add +14.1% 13,715 $193K
Abel Hall, LLC 0.04% New 12,830 $180K
State of Alaska, Department of Revenue 0.00% No change 12,549 $176K
Wealth Enhancement Advisory Services, LLC 0.00% New 12,257 $175K
Bank of Montreal 0.00% Add +0.5% 12,240 $172K
Raymond James Financial Inc. 0.00% Reduce -0.9% 12,142 $171K
Signaturefd, LLC 0.00% Add +2.7% 11,988 $168K
KLP Kapitalforvaltning As 0.00% No change 11,900 $167K
Prasad Wealth Partners, LLC 0.05% Add +0.5% 11,834 $166K
New York State Common Retirement Fund 0.00% No change 11,657 $164K
Capital Advisors, Ltd. LLC 0.02% Add +14461.8% 11,067 $155K
Punch & Associates Investment Management, Inc. 0.01% New 11,020 $155K
Pictet Asset Management Holding SA 0.00% New 10,969 $154K
Commonwealth Financial Services, LLC 0.02% New 10,909 $153K
Vise Technologies, Inc. 0.00% No change 11,237 $150K
HRT Financial LP 0.00% New 10,394 $146K
Lineweaver Wealth Advisors, LLC 0.02% Add +1.6% 10,361 $146K
Worldquant Millennium Advisors LLC 0.00% New 10,150 $143K
SBI Securities Co., Ltd. 0.00% Reduce -6.2% 10,102 $142K
Royal Bank of Canada 0.00% Add +1237.7% 9,658 $136K
Covestor Ltd 0.09% Reduce -51.6% 9,249 $130K
Quantbot Technologies LP 0.00% New 7,752 $109K
Wells Fargo & Company 0.00% Reduce -8.8% 7,678 $108K
CoreCap Advisors, LLC 0.00% No change 7,026 $99K
Archer Investment Corp 0.02% No change 6,718 $94K
GAMMA Investing LLC 0.00% Add +378.5% 4,627 $65K
Ancora Advisors LLC 0.00% No change 4,239 $60K
Deutsche Bank AG 0.00% No change 4,179 $59K
Cwm, LLC 0.00% Add +4.0% 3,831 $54K
BNP Paribas Financial Markets 0.00% Reduce -32.0% 3,359 $47K
Tower Research Capital LLC (TRC) 0.00% Add +95.3% 2,816 $40K
EverSource Wealth Advisors, LLC 0.00% Add +45.1% 2,706 $38K
Rockefeller Capital Management L.P. 0.00% Add +104.1% 2,253 $32K
Itau Unibanco Holding S.A. 0.00% New 2,072 $29K
MAI Capital Management 0.00% Add +11.0% 1,948 $27K
Quent Capital, LLC 0.00% Reduce -13.2% 1,784 $25K
Sterling Capital Management LLC 0.00% Reduce -43.2% 1,761 $25K
Allworth Financial LP 0.00% Reduce -1.9% 1,476 $21K
McIlrath & Eck, LLC 0.00% No change 1,317 $19K
Quadrant Capital Group LLC 0.00% Reduce -75.7% 1,279 $18K
STRS Ohio 0.00% Reduce -0.2% 1,253 $18K
Huntington National Bank 0.00% Add +14.5% 1,224 $17K
Westside Investment Management, Inc. 0.00% No change 1,134 $16K
Jones Financial Companies LLLP 0.00% No change 1,137 $15K
Strategic Wealth Partners, Ltd. 0.00% No change 1,055 $15K
Parkside Financial Bank & Trust 0.00% Add +2.4% 1,051 $15K
Larson Financial Group LLC 0.00% No change 924 $13K
Spire Wealth Management 0.00% Add +2.0% 909 $13K
MetLife Investment Management, LLC 0.00% Add +0.1% 858 $12K
Aquatic Capital Management LLC 0.00% Reduce -93.5% 853 $12K
Fourth Dimension Wealth, LLC 0.00% Add +0.9% 787 $11K
Root Financial Partners, LLC 0.00% Add +62.9% 743 $10K
Neo Ivy Capital Management 0.00% Reduce -60.7% 673 $9K
PNC Financial Services Group, Inc. 0.00% Add +11.8% 662 $9K
Group One Trading LLC 0.00% Reduce -78.0% 659 $9K
Rossby Financial, LCC 0.00% No change 500 $7K
Private Trust Co. NA 0.00% No change 502 $7K
Crews Bank & Trust 0.00% No change 500 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 500 $7K
Marquette Asset Management, LLC 0.00% No change 350 $5K
Advisory Services Network, LLC 0.00% New 302 $4K
Dagco, Inc. 0.00% No change 300 $4K
Danske Bank A/S 0.00% Reduce -93.9% 300 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 274 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +72.8% 261 $4K
Versant Capital Management, Inc 0.00% New 204 $3K
Triumph Capital Management 0.00% Reduce -60.0% 200 $3K
Smartleaf Asset Management LLC 0.00% No change 203 $3K
CVA Family Office, LLC 0.00% New 162 $2K
Investors Portfolio Services LLC 0.00% New 111 $2K
Fortitude Family Office, LLC 0.00% Add +307.7% 106 $1K
IFP Advisors, Inc 0.00% No change 90 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -39.9% 83 $1K
Keating Financial Advisory Services, Inc. 0.00% Reduce -2.4% 81 $1K
Avion Wealth 0.00% Reduce -31.4% 81 $1K
Hantz Financial Services, Inc. 0.00% Reduce -78.2% 37 $1K
Raffa Wealth Management, LLC 0.00% Add +3.2% 65 $913
Bartlett & Co. Wealth Management LLC 0.00% New 40 $597
SJS Investment Consulting Inc. 0.00% Add +122.2% 40 $562
Cornerstone Planning Group LLC 0.00% Add +2.8% 37 $548
Physician Wealth Advisors, Inc. 0.00% No change 38 $534
SouthState Bank Corp 0.00% No change 30 $422
Rothschild Investment LLC 0.00% Reduce -22.9% 27 $379
Assetmark, Inc. 0.00% Reduce -85.2% 27 $379
WPG Advisers, LLC 0.00% No change 25 $351
DiNuzzo Private Wealth, Inc. 0.00% No change 22 $310
MV Capital Management, Inc. 0.00% Add +40.0% 21 $296
Bay Harbor Wealth Management, LLC 0.00% Add +90.0% 19 $266
Dogwood Wealth Management LLC 0.00% No change 15 $211
Essential Partners LLC 0.00% Reduce -25.0% 12 $169
Rialto Wealth Management, LLC 0.00% Add +9.1% 12 $169
HFM Investment Advisors, LLC 0.00% No change 11 $155
Vermillion Wealth Management, Inc. 0.00% New 6 $84
Curio Wealth, LLC 0.00% New 3 $42
Dunhill Financial, LLC 0.00% No change 1 $16

"% of holder's portfolio" is TFSL's weight in each manager's 13F, not the share of TFS Financial Corp. the manager owns.