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 199 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$1,301
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
71
shares
|
$923
0.0% of portfolio
|
Q2 2023
Added 16.39%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
42
shares
|
$546
0.0% of portfolio
|
Q2 2025
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
41
shares
|
$533
0.0% of portfolio
|
Q2 2025
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
36
shares
|
$468
0.0% of portfolio
|
Q2 2025
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
35
shares
|
$455
0.0% of portfolio
|
Q1 2025
New holding
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$390
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
25
shares
|
$325
0.0% of portfolio
|
Q4 2024
New holding
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
25
shares
|
$325
0.0% of portfolio
|
Q2 2025
Added 525.0%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
22
shares
|
$286
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
18
shares
|
$234
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$195
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$169
0.0% of portfolio
|
Q2 2025
Added 333.33%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
11
shares
|
$143
0.0% of portfolio
|
Q2 2025
New holding
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$143
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8
shares
|
$104
0.0% of portfolio
|
Q2 2025
New holding
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q1 2025
New holding
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|