Institutional Ownership Tfs Financial Corp (TFSL)
This table provides information about the institutional ownership of Tfs Financial Corp (TFSL). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
172
shares
|
$2,187
0.0% of portfolio
|
Q2 2025
Added 43.33%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
170
shares
|
$2,162
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
168
shares
|
$2,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
125
shares
|
$1,590
0.0% of portfolio
|
Q1 2025
Added 4066.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
117
shares
|
$1,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
109
shares
|
$1,386
0.0% of portfolio
|
Q2 2025
Added 34.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
108
shares
|
$1,373
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
100
shares
|
$1,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
71
shares
|
$903
0.0% of portfolio
|
Q2 2023
Added 16.39%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
41
shares
|
$521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
36
shares
|
$457
0.0% of portfolio
|
Q4 2024
Reduced 84.48%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
36
shares
|
$457
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
35
shares
|
$445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27
shares
|
$343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
25
shares
|
$318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
22
shares
|
$279
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
18
shares
|
$228
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$165
0.0% of portfolio
|
Q2 2025
Added 333.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
11
shares
|
$139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$139
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4
shares
|
$50
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
3
shares
|
$38
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
2
shares
|
$25
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|