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 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
174
shares
|
$2,378
0.0% of portfolio
|
Q3 2025
Reduced 94.65%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
170
shares
|
$2,323
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
165
shares
|
$2,255
0.0% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
120
shares
|
$1,640
0.0% of portfolio
|
Q3 2025
Added 242.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
108
shares
|
$1,476
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
102
shares
|
$1,394
0.0% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
91
shares
|
$1,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
47
shares
|
$642
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
41
shares
|
$560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
38
shares
|
$519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37
shares
|
$505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
37
shares
|
$505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
36
shares
|
$492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
29
shares
|
$396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
25
shares
|
$341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
25
shares
|
$341
0.0% of portfolio
|
Q2 2025
Added 525.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
22
shares
|
$300
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
18
shares
|
$246
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
15
shares
|
$205
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
11
shares
|
$150
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
11
shares
|
$150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9
shares
|
$123
0.0% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q1 2025
New holding
|
|