TFS Financial Ownership 2024 | Who Owns TFS Financial Now?
Institutional Ownership
3.55%
Insider Ownership
0.52%
Retail Ownership
95.93%
Institutional Holders
74.00
TFS Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 1.87% | 0.00% | 5,207,255 | -8,350 | -0.16% | 65,715,558 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.18% | 0.07% | 3,286,156 | -121,200 | -3.56% | 41,471,289 | Jun 30, 2024 |
| BLACKROCK INC. | 1.14% | 0.00% | 3,157,993 | 59,118 | 1.91% | 39,853,871 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.89% | 0.01% | 2,476,938 | 122,562 | 5.21% | 31,257,511 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.60% | 0.00% | 1,659,612 | 957 | 0.06% | 20,944,299 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.51% | 1.06% | 1,429,438 | -107,249 | -6.98% | 18,039,508 | Jun 30, 2024 |
| STATE STREET CORP | 0.47% | 0.00% | 1,303,062 | -112,756 | -7.96% | 16,444,642,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | 0.00% | 1,058,424 | 14,032 | 1.34% | 13,360,566 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.32% | 0.03% | 890,503 | 890,503 | 100.00% | 11,238,148 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.18% | 0.05% | 495,469 | -24,150 | -4.65% | 6,252,819 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.16% | 0.00% | 438,037 | 1,460 | 0.33% | 5,528,027 | Jun 30, 2024 |
| MORGAN STANLEY | 0.15% | 0.00% | 409,180 | -26,492 | -6.08% | 5,163,872 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.11% | 0.00% | 294,719 | 18,850 | 6.83% | 3,719,354,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.11% | 0.00% | 292,400 | 4,877 | 1.70% | 3,690,092 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.09% | 0.05% | 242,207 | -32,421 | -11.81% | 3,056,650 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.07% | 0.00% | 183,954 | -128 | -0.07% | 2,321,499 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.06% | 0.00% | 174,614 | 87,138 | 99.61% | 2,203,628 | Jun 30, 2024 |
| NORGES BANK | 0.05% | 0.00% | 148,256 | 148,256 | 100.00% | 1,870,991 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.05% | 0.00% | 133,266 | -8,699 | -6.13% | 1,681,817 | Jun 30, 2024 |
| PATHSTONE HOLDINGS, LLC | 0.04% | 0.01% | 121,378 | -3,571 | -2.86% | 1,531,794 | Jun 30, 2024 |
TFS Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 1.87% of the company's total share outstanding, currently valued at $65.72M. The top 10 institutional shareholders own together 7.54% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CRAMER ROSENTHAL MCGLYNN LLC | 0.51% | 1.06% | 1,429,438 | -107,249 | -6.98% | 18,039,508 | Jun 30, 2024 |
| VISION CAPITAL MANAGEMENT, INC. | 0.04% | 0.22% | 118,147 | 200 | 0.17% | 1,491,016 | Jun 30, 2024 |
| ARDEN TRUST CO | 0.03% | 0.15% | 85,310 | -6,035 | -6.61% | 1,076,611 | Jun 30, 2024 |
| COVESTOR LTD | 0.01% | 0.13% | 16,086 | 1,577 | 10.87% | 203,000 | Jun 30, 2024 |
| MALAGA COVE CAPITAL, LLC | 0.01% | 0.12% | 23,593 | 9,740 | 70.31% | 297,744 | Jun 30, 2024 |
| PARK CIRCLE CO | 0.00% | 0.12% | 9,905 | - | - | 125,001 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.10% | 28,066 | -846 | -2.93% | 354,193 | Jun 30, 2024 |
| HARBOR ADVISORS LLC | 0.02% | 0.10% | 42,260 | - | - | 533,321 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.08% | 4,383 | -4,618 | -51.31% | 55,313 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.18% | 0.07% | 3,286,156 | -121,200 | -3.56% | 41,471,289 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.09% | 0.05% | 242,207 | -32,421 | -11.81% | 3,056,650 | Jun 30, 2024 |
| FARMERS TRUST CO | 0.01% | 0.05% | 20,000 | - | - | 252,400 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.18% | 0.05% | 495,469 | -24,150 | -4.65% | 6,252,819 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.01% | 0.04% | 27,838 | -623 | -2.19% | 351,316 | Jun 30, 2024 |
| RE DICKINSON INVESTMENT ADVISORS, LLC | 0.00% | 0.04% | 4,968 | 2,605 | 110.24% | 62,697 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.01% | 0.03% | 30,669 | 30,669 | 100.00% | 387,043 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.32% | 0.03% | 890,503 | 890,503 | 100.00% | 11,238,148 | Jun 30, 2024 |
| ARCHER INVESTMENT CORP | 0.00% | 0.02% | 6,576 | 34 | 0.52% | 82,990 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.03% | 0.02% | 72,470 | 72,470 | 100.00% | 914,577 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.02% | 20,908 | 10,587 | 102.58% | 263,859 | Jun 30, 2024 |
The largest TFS Financial shareholder by % of total assets is CRAMER ROSENTHAL MCGLYNN LLC. The company owns 1.43M shares of TFS Financial (TFSL), representing 1.06% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.32% | 0.03% | 890,503 | 890,503 | 100.00% | 11,238,148 | Jun 30, 2024 |
| NORGES BANK | 0.05% | 0.00% | 148,256 | 148,256 | 100.00% | 1,870,991 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.89% | 0.01% | 2,476,938 | 122,562 | 5.21% | 31,257,511 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.06% | 0.00% | 174,614 | 87,138 | 99.61% | 2,203,628 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.03% | 0.02% | 72,470 | 72,470 | 100.00% | 914,577 | Jun 30, 2024 |
| BLACKROCK INC. | 1.14% | 0.00% | 3,157,993 | 59,118 | 1.91% | 39,853,871 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.02% | 0.00% | 44,435 | 44,435 | 100.00% | 560,000 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.01% | 0.03% | 30,669 | 30,669 | 100.00% | 387,043 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.03% | 0.01% | 94,491 | 28,497 | 43.18% | 1,192,476 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.00% | 25,483 | 25,483 | 100.00% | 322,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.01% | 0.00% | 24,254 | 24,254 | 100.00% | 306,085 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.00% | 20,370 | 20,370 | 100.00% | 257,069 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.11% | 0.00% | 294,719 | 18,850 | 6.83% | 3,719,354,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | 0.00% | 52,758 | 15,629 | 42.09% | 665,806 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | 0.00% | 1,058,424 | 14,032 | 1.34% | 13,360,566 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.00% | 0.00% | 13,291 | 13,291 | 100.00% | 168,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | 0.00% | 12,715 | 11,807 | 1300.33% | 160,464 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 11,652 | 11,652 | 100.00% | 147,048 | Jun 30, 2024 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 10,982 | 10,982 | 100.00% | 138,593 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.02% | 20,908 | 10,587 | 102.58% | 263,859 | Jun 30, 2024 |
As of Jun 30 2024, TFS Financial's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 890.50K stocks of TFSL, valued at $11.24M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -933,462 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.18% | 0.07% | 3,286,156 | -121,200 | -3.56% | 41,471,289 | Jun 30, 2024 |
| STATE STREET CORP | 0.47% | 0.00% | 1,303,062 | -112,756 | -7.96% | 16,444,642,000 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.51% | 1.06% | 1,429,438 | -107,249 | -6.98% | 18,039,508 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | - | - | - | -83,864 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -77,256 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -72,398 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | - | - | - | -63,493 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -60,423 | -100.00% | - | Jun 30, 2024 |
| ALASKA PERMANENT FUND CORP | - | - | - | -48,242 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.04% | 0.00% | 98,361 | -39,307 | -28.55% | 1,241,315 | Jun 30, 2024 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -34,123 | -100.00% | - | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.09% | 0.05% | 242,207 | -32,421 | -11.81% | 3,056,650 | Jun 30, 2024 |
| MORGAN STANLEY | 0.15% | 0.00% | 409,180 | -26,492 | -6.08% | 5,163,872 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.18% | 0.05% | 495,469 | -24,150 | -4.65% | 6,252,819 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -22,700 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.01% | 0.00% | 39,323 | -21,994 | -35.87% | 496,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.03% | 0.00% | 82,498 | -19,941 | -19.47% | 1,041,125 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -18,037 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -15,660 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, TFS Financial's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -0.93M shares of TFSL, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.32% | 0.03% | 890,503 | 890,503 | 100.00% | 11,238,148 | Jun 30, 2024 |
| NORGES BANK | 0.05% | 0.00% | 148,256 | 148,256 | 100.00% | 1,870,991 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.03% | 0.02% | 72,470 | 72,470 | 100.00% | 914,577 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.02% | 0.00% | 44,435 | 44,435 | 100.00% | 560,000 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.01% | 0.03% | 30,669 | 30,669 | 100.00% | 387,043 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.00% | 25,483 | 25,483 | 100.00% | 322,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.01% | 0.00% | 24,254 | 24,254 | 100.00% | 306,085 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.00% | 20,370 | 20,370 | 100.00% | 257,069 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.00% | 0.00% | 13,291 | 13,291 | 100.00% | 168,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 11,652 | 11,652 | 100.00% | 147,048 | Jun 30, 2024 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 10,982 | 10,982 | 100.00% | 138,593 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 10,038 | 10,038 | 100.00% | 126,680 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.01% | 9,333 | 9,333 | 100.00% | 117,782 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 1,400 | 1,400 | 100.00% | 17,668,000 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 1,370 | 1,370 | 100.00% | 17,000 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 780 | 780 | 100.00% | 9,844 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 661 | 661 | 100.00% | 8,346 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | - | 388 | 388 | 100.00% | 4,897 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 125 | 125 | 100.00% | 1,578 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 101 | 101 | 100.00% | 1,256 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 97 | 97 | 100.00% | 1,224 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | 0.00% | 88 | 88 | 100.00% | 1,111 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | 0.00% | 82 | 82 | 100.00% | 1,035 | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | 31 | 31 | 100.00% | 391 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 8 | 8 | 100.00% | 101 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | - | - | 5 | 5 | 100.00% | 1,000 | Jun 30, 2024 |
TFS Financial's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 890.50K shares, valued at $11.24M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -933,462 | -100.00% | - | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | - | - | - | -83,864 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -77,256 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -72,398 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | - | - | - | -63,493 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -60,423 | -100.00% | - | Jun 30, 2024 |
| ALASKA PERMANENT FUND CORP | - | - | - | -48,242 | -100.00% | - | Jun 30, 2024 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -34,123 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -22,700 | -100.00% | - | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -18,037 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -15,660 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -13,545 | -100.00% | - | Jun 30, 2024 |
| NAVITER WEALTH, LLC | - | - | - | -11,652 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -11,595 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -4,300 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -3,514 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -1,050 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -412 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -88 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
TFS Financial's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -0.93M shares, valued at -, as of undefined.
TFS Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CRM Mutual Fund Trust | 1.03% | 518,638 | 3,458 | 0.67% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.23% | 44,389 | - | - | Mar 28, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.10% | 3,026 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 43,322 | - | - | Mar 31, 2024 |
| Northern Lights Variable Trust | 0.08% | 74,239 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.05% | 9,091 | - | - | Mar 31, 2022 |
| FIDELITY COMMONWEALTH TRUST | 0.03% | 84,959 | 1,364 | 1.63% | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.02% | 112,410 | - | - | Mar 28, 2024 |
| Global X Funds | 0.02% | 947,649 | -44,683 | -4.50% | Jan 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.02% | 16,000 | - | - | Dec 29, 2023 |
| AllianzGI Institutional Multi-Series Trust | 0.02% | 2,337 | -441 | -15.87% | Sep 30, 2020 |
| QUAKER INVESTMENT TRUST | 0.02% | 24,000 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.01% | 331 | 11 | 3.44% | Dec 31, 2023 |
| Calvert Responsible Index Series, Inc. | 0.01% | 24,511 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 137,668 | -7,401 | -5.10% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,730,007 | -665,250 | -12.33% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 39,079 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,205 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.01% | 58,031 | - | - | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 246,310 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 40,848 | - | - | Aug 31, 2023 |
| ETF Managers Trust | 0.01% | 45,332 | - | - | Dec 31, 2023 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 61,700 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 17,707 | - | - | Mar 31, 2020 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 289,166 | -38,587 | -11.77% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 616,436 | -3,243 | -0.52% | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 13,713 | 2,449 | 21.74% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 13,215 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 14,219 | -36 | -0.25% | Jan 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 1,731 | 3 | 0.17% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,500,878 | 411,616 | 37.79% | Jan 31, 2024 |
| Natixis Funds Trust II | 0.00% | 176,415 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 37,105 | -2,714 | -6.82% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 524,152 | 71,510 | 15.80% | Jan 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 18,699 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 34,234 | 7,250 | 26.87% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 14,075 | -178 | -1.25% | Jan 31, 2024 |
| Aspiriant Trust | 0.00% | 8,011 | - | - | Dec 31, 2023 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 47,700 | - | - | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 600 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 1,495,074 | 22,131 | 1.50% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 401,442 | 10,190 | 2.60% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 55,249 | 54 | 0.10% | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 51,960 | - | - | Jan 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 77,695 | 62,108 | 398.46% | Jan 31, 2024 |
| Lattice Strategies Trust | 0.00% | 743 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 35,322 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 21,318 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,905 | - | - | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 4,326 | -5,363 | -55.35% | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 60,552 | - | - | Mar 31, 2024 |
| SCHWAB INVESTMENTS | 0.00% | 16,400 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 18,617 | 1,200 | 6.89% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,600 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 37,800 | - | - | Mar 28, 2024 |
| AB Active ETFs, Inc. | 0.00% | 4,172 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,923 | 257 | 9.64% | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,750 | -134 | -3.45% | Mar 31, 2024 |
| VANGUARD TRUSTEES' EQUITY FUND | 0.00% | 6,660 | - | - | Jan 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.00% | 3,738 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,974 | -274 | -4.39% | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 775 | - | - | Mar 28, 2024 |
| Adviser Managed Trust | 0.00% | 300 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 9,438 | - | - | Feb 29, 2024 |
| Northern Lights Fund Trust | 0.00% | 11,330 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 573 | - | - | Dec 31, 2023 |
| BNY Mellon ETF Trust | 0.00% | 3,220 | 1,344 | 71.64% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 15,021 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 2,138 | 327 | 18.06% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 7,200 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 27,257 | -2,351 | -7.94% | Feb 29, 2024 |
| WILMINGTON FUNDS | 0.00% | 955 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 400 | - | - | Mar 31, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 23,516 | -4,451 | -15.92% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 7,141 | 24 | 0.34% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 24,753 | -224 | -0.90% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 143 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 144,727 | - | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 2,431 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 9,336 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 3,542 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 568,812 | -20,906 | -3.55% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 9,616 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 34,383 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 6,904 | 1,359 | 24.51% | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 32,394 | -135 | -0.42% | Mar 31, 2024 |
| Virtus Strategy Trust | 0.00% | 453 | - | - | Mar 28, 2024 |
| ProFunds | 0.00% | 237 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.00% | 248 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,508 | -32 | -1.26% | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 412 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 64,980 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 33,971 | 1,092 | 3.32% | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 3,456 | - | - | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 5,216 | - | - | Feb 29, 2024 |
| VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 0.00% | 26,397 | - | - | Jan 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 467,393 | -104,802 | -18.32% | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 380 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 969 | 957 | 7975.00% | Feb 29, 2024 |
| Investment Managers Series Trust | 0.00% | 13,392 | - | - | Mar 31, 2024 |
TFS Financial's largest mutual fund holder by % of total assets is "CRM Mutual Fund Trust", owning 518.64K shares, compromising 1.03% of its total assets.
TFS Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 74 | -52.56% |
| 31 Mar, 24 | 156 | 4.00% |
| 31 Dec, 23 | 150 | 5.63% |
| 30 Sep, 23 | 142 | -1.39% |
| 30 Jun, 23 | 144 | -3.36% |
| 31 Mar, 23 | 149 | 0.68% |
| 31 Dec, 22 | 148 | 1.37% |
| 30 Sep, 22 | 146 | 2.10% |
| 30 Jun, 22 | 143 | - |
| 31 Mar, 22 | 143 | 2.14% |
| 31 Dec, 21 | 140 | 3.70% |
| 30 Sep, 21 | 135 | 5.47% |
| 30 Jun, 21 | 128 | 4.07% |
| 31 Mar, 21 | 123 | -5.38% |
| 31 Dec, 20 | 130 | 4.00% |
| 30 Sep, 20 | 125 | -0.79% |
| 30 Jun, 20 | 126 | -3.82% |
| 31 Mar, 20 | 131 | 1.55% |
| 31 Dec, 19 | 129 | 1.57% |
| 30 Sep, 19 | 127 | 8.55% |
| 30 Jun, 19 | 117 | -7.87% |
| 31 Mar, 19 | 127 | 11.40% |
| 31 Dec, 18 | 114 | 0.88% |
| 30 Sep, 18 | 113 | 0.89% |
| 30 Jun, 18 | 112 | -1.75% |
| 31 Mar, 18 | 114 | -0.87% |
| 31 Dec, 17 | 115 | 10.58% |
| 30 Sep, 17 | 104 | -3.70% |
| 30 Jun, 17 | 108 | -3.57% |
| 31 Mar, 17 | 112 | -5.88% |
| 31 Dec, 16 | 119 | 2.59% |
| 30 Sep, 16 | 116 | -4.13% |
| 30 Jun, 16 | 121 | 3.42% |
| 31 Mar, 16 | 117 | -2.50% |
| 31 Dec, 15 | 120 | 2.56% |
| 30 Sep, 15 | 117 | 10.38% |
| 30 Jun, 15 | 106 | 4.95% |
| 31 Mar, 15 | 101 | -13.68% |
| 31 Dec, 14 | 117 | - |
| 30 Sep, 14 | 117 | -3.31% |
| 30 Jun, 14 | 121 | 1.68% |
| 31 Mar, 14 | 119 | -6.30% |
| 31 Dec, 13 | 127 | -4.51% |
| 30 Sep, 13 | 133 | 16.67% |
| 30 Jun, 13 | 114 | 103.57% |
| 31 Mar, 13 | 56 | 9.80% |
| 31 Dec, 12 | 51 | 21.43% |
| 30 Sep, 12 | 42 | -10.64% |
| 30 Jun, 12 | 47 | 6.82% |
| 31 Mar, 12 | 44 | -8.33% |
| 31 Dec, 11 | 48 | 37.14% |
| 30 Sep, 11 | 35 | 29.63% |
| 30 Jun, 11 | 27 | -10.00% |
| 31 Mar, 11 | 30 | -18.92% |
| 31 Dec, 10 | 37 | -11.90% |
| 30 Sep, 10 | 42 | 2.44% |
| 30 Jun, 10 | 41 | -4.65% |
| 31 Mar, 10 | 43 | 7.50% |
| 31 Dec, 09 | 40 | -14.89% |
| 30 Sep, 09 | 47 | -2.08% |
| 30 Jun, 09 | 48 | 6.67% |
| 31 Mar, 09 | 45 | 12.50% |
| 31 Dec, 08 | 40 | - |
| 30 Sep, 08 | 40 | 17.65% |
| 30 Jun, 08 | 34 | 6.25% |
| 31 Mar, 08 | 32 | 18.52% |
| 31 Dec, 07 | 27 | 35.00% |
| 30 Sep, 07 | 20 | -9.09% |
| 30 Jun, 07 | 22 | 2100.00% |
| 31 Mar, 07 | 1 | - |
As of 30 Jun 24, 74 institutions are holding TFS Financial's shares, representing a decrease of -52.56% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 9,866,123 | -63.85% |
| 31 Mar, 24 | 27,288,610 | -0.82% |
| 31 Dec, 23 | 27,514,247 | 5.02% |
| 30 Sep, 23 | 26,199,484 | -1.42% |
| 30 Jun, 23 | 26,576,729 | 5.64% |
| 31 Mar, 23 | 25,156,848 | 1.06% |
| 31 Dec, 22 | 24,893,945 | 1.66% |
| 30 Sep, 22 | 24,486,328 | -2.12% |
| 30 Jun, 22 | 25,017,838 | -0.41% |
| 31 Mar, 22 | 25,119,724 | 1.43% |
| 31 Dec, 21 | 24,764,775 | -1.98% |
| 30 Sep, 21 | 25,264,081 | -5.36% |
| 30 Jun, 21 | 26,693,544 | -5.20% |
| 31 Mar, 21 | 28,158,118 | 1.95% |
| 31 Dec, 20 | 27,619,870 | -1.18% |
| 30 Sep, 20 | 27,948,559 | -5.96% |
| 30 Jun, 20 | 29,718,630 | -3.29% |
| 31 Mar, 20 | 30,728,380 | -2.71% |
| 31 Dec, 19 | 31,584,602 | -0.55% |
| 30 Sep, 19 | 31,758,873 | -2.44% |
| 30 Jun, 19 | 32,554,402 | -0.43% |
| 31 Mar, 19 | 32,695,721 | 0.74% |
| 31 Dec, 18 | 32,456,651 | 6.58% |
| 30 Sep, 18 | 30,453,696 | -0.66% |
| 30 Jun, 18 | 30,656,326 | -0.69% |
| 31 Mar, 18 | 30,870,162 | -0.61% |
| 31 Dec, 17 | 31,058,686 | 0.01% |
| 30 Sep, 17 | 31,054,188 | -3.35% |
| 30 Jun, 17 | 32,131,205 | -1.30% |
| 31 Mar, 17 | 32,555,111 | -2.30% |
| 31 Dec, 16 | 33,322,754 | -1.56% |
| 30 Sep, 16 | 33,849,297 | -2.12% |
| 30 Jun, 16 | 34,582,397 | -3.22% |
| 31 Mar, 16 | 35,733,471 | -6.60% |
| 31 Dec, 15 | 38,259,483 | -3.29% |
| 30 Sep, 15 | 39,559,955 | -8.68% |
| 30 Jun, 15 | 43,319,992 | 1.34% |
| 31 Mar, 15 | 42,745,743 | -1.50% |
| 31 Dec, 14 | 43,397,760 | -5.82% |
| 30 Sep, 14 | 46,081,707 | -4.11% |
| 30 Jun, 14 | 48,054,784 | -1.37% |
| 31 Mar, 14 | 48,723,182 | 1.49% |
| 31 Dec, 13 | 48,009,079 | -1.99% |
| 30 Sep, 13 | 48,984,196 | -2.76% |
| 30 Jun, 13 | 50,373,182 | 163.93% |
| 31 Mar, 13 | 19,085,475 | -9.93% |
| 31 Dec, 12 | 21,189,701 | 3.47% |
| 30 Sep, 12 | 20,478,161 | 18.42% |
| 30 Jun, 12 | 17,292,496 | -14.94% |
| 31 Mar, 12 | 20,329,075 | -0.60% |
| 31 Dec, 11 | 20,452,732 | 60.66% |
| 30 Sep, 11 | 12,730,385 | -42.24% |
| 30 Jun, 11 | 22,040,874 | 18.21% |
| 31 Mar, 11 | 18,645,863 | 20.34% |
| 31 Dec, 10 | 15,494,134 | -1.96% |
| 30 Sep, 10 | 15,803,091 | -3.97% |
| 30 Jun, 10 | 16,457,048 | 16.14% |
| 31 Mar, 10 | 14,170,313 | -20.95% |
| 31 Dec, 09 | 17,926,558 | -5.80% |
| 30 Sep, 09 | 19,029,730 | 31.67% |
| 30 Jun, 09 | 14,452,601 | -28.84% |
| 31 Mar, 09 | 20,310,474 | -7.82% |
| 31 Dec, 08 | 22,033,290 | -7.85% |
| 30 Sep, 08 | 23,910,384 | 74.22% |
| 30 Jun, 08 | 13,724,293 | -4.76% |
| 31 Mar, 08 | 14,409,714 | -12.58% |
| 31 Dec, 07 | 16,483,574 | 36.95% |
| 30 Sep, 07 | 12,036,091 | 30.30% |
| 30 Jun, 07 | 9,237,096 | 2185.53% |
| 31 Mar, 07 | 404,156 | - |
TFS Financial (TFSL) has 9.87M shares outstanding as of 30 Jun 24, down -63.85% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 3.55% | 3.68% |
| 31 Mar, 24 | 9.82% | 10.02% |
| 31 Dec, 23 | 9.90% | 11.11% |
| 30 Sep, 23 | 9.44% | 10.28% |
| 30 Jun, 23 | 9.58% | 11.65% |
| 31 Mar, 23 | 9.07% | 11.26% |
| 31 Dec, 22 | 8.98% | 11.52% |
| 30 Sep, 22 | 8.83% | 10.86% |
| 30 Jun, 22 | 9.02% | 11.00% |
| 31 Mar, 22 | 9.05% | 11.35% |
| 31 Dec, 21 | 8.93% | 10.72% |
| 30 Sep, 21 | 9.13% | 9.82% |
| 30 Jun, 21 | 9.64% | 9.31% |
| 31 Mar, 21 | 10.18% | 10.18% |
| 31 Dec, 20 | 10.00% | 9.74% |
| 30 Sep, 20 | 10.13% | 8.74% |
| 30 Jun, 20 | 10.77% | 8.68% |
| 31 Mar, 20 | 11.14% | 8.48% |
| 31 Dec, 19 | 11.46% | 8.62% |
| 30 Sep, 19 | 11.53% | 8.25% |
| 30 Jun, 19 | 11.82% | 8.38% |
| 31 Mar, 19 | 11.87% | 8.55% |
| 31 Dec, 18 | 11.79% | 9.65% |
| 30 Sep, 18 | 11.05% | 8.92% |
| 30 Jun, 18 | 11.13% | 8.87% |
| 31 Mar, 18 | 11.20% | 8.83% |
| 31 Dec, 17 | 11.26% | 8.90% |
| 30 Sep, 17 | 11.25% | 8.36% |
| 30 Jun, 17 | 11.60% | 8.44% |
| 31 Mar, 17 | 11.72% | 8.15% |
| 31 Dec, 16 | 11.99% | 8.30% |
| 30 Sep, 16 | 12.02% | 7.93% |
| 30 Jun, 16 | 12.31% | 7.69% |
| 31 Mar, 16 | 12.66% | 6.97% |
| 31 Dec, 15 | 13.48% | 7.05% |
| 30 Sep, 15 | 13.83% | 6.14% |
| 30 Jun, 15 | 15.01% | 6.98% |
| 31 Mar, 15 | 14.67% | 6.72% |
| 31 Dec, 14 | 14.77% | 6.11% |
| 30 Sep, 14 | 15.55% | 6.01% |
| 30 Jun, 14 | 16.09% | 6.11% |
| 31 Mar, 14 | 16.23% | 6.36% |
| 31 Dec, 13 | 15.97% | 6.06% |
| 30 Sep, 13 | 16.23% | 5.83% |
| 30 Jun, 13 | 16.68% | 41.71% |
| 31 Mar, 13 | 6.32% | 12.81% |
| 31 Dec, 12 | 7.03% | 15.20% |
| 30 Sep, 12 | 6.80% | 20.63% |
| 30 Jun, 12 | 5.74% | 12.60% |
| 31 Mar, 12 | 6.75% | 14.62% |
| 31 Dec, 11 | 6.79% | 37.99% |
| 30 Sep, 11 | 4.23% | 7.85% |
| 30 Jun, 11 | 7.34% | 19.02% |
| 31 Mar, 11 | 6.21% | 23.31% |
| 31 Dec, 10 | 5.16% | 18.58% |
| 30 Sep, 10 | 5.27% | 17.50% |
| 30 Jun, 10 | 5.49% | 24.55% |
| 31 Mar, 10 | 4.73% | 13.21% |
| 31 Dec, 09 | 5.98% | 14.99% |
| 30 Sep, 09 | 6.32% | 27.26% |
| 30 Jun, 09 | 4.81% | 10.61% |
| 31 Mar, 09 | 6.74% | 12.77% |
| 31 Dec, 08 | 7.26% | 12.96% |
| 30 Sep, 08 | 7.49% | 40.83% |
| 30 Jun, 08 | 4.28% | 21.45% |
| 31 Mar, 08 | 4.47% | 17.08% |
| 31 Dec, 07 | 5.11% | 36.68% |
| 30 Sep, 07 | 3.73% | 36.20% |
| 30 Jun, 07 | 3.21% | 16893.62% |
| 31 Mar, 07 | 0.14% | - |
As of 30 Jun 24, TFS Financial is held by 3.55% institutional shareholders, representing a 3.68% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 44 | -42.11% |
| 31 Mar, 24 | 76 | -5.00% |
| 31 Dec, 23 | 80 | 29.03% |
| 30 Sep, 23 | 62 | -20.51% |
| 30 Jun, 23 | 78 | 1.30% |
| 31 Mar, 23 | 77 | -13.48% |
| 31 Dec, 22 | 89 | 11.25% |
| 30 Sep, 22 | 80 | 17.65% |
| 30 Jun, 22 | 68 | -12.82% |
| 31 Mar, 22 | 78 | 14.71% |
| 31 Dec, 21 | 68 | 23.64% |
| 30 Sep, 21 | 55 | 17.02% |
| 30 Jun, 21 | 47 | -29.85% |
| 31 Mar, 21 | 67 | 8.06% |
| 31 Dec, 20 | 62 | 19.23% |
| 30 Sep, 20 | 52 | -3.70% |
| 30 Jun, 20 | 54 | -14.29% |
| 31 Mar, 20 | 63 | 3.28% |
| 31 Dec, 19 | 61 | -3.17% |
| 30 Sep, 19 | 63 | 34.04% |
| 30 Jun, 19 | 47 | -25.40% |
| 31 Mar, 19 | 63 | - |
| 31 Dec, 18 | 63 | 26.00% |
| 30 Sep, 18 | 50 | 16.28% |
| 30 Jun, 18 | 43 | -25.86% |
| 31 Mar, 18 | 58 | -10.77% |
| 31 Dec, 17 | 65 | 27.45% |
| 30 Sep, 17 | 51 | 18.60% |
| 30 Jun, 17 | 43 | - |
| 31 Mar, 17 | 43 | -29.51% |
| 31 Dec, 16 | 61 | 22.00% |
| 30 Sep, 16 | 50 | -3.85% |
| 30 Jun, 16 | 52 | 18.18% |
| 31 Mar, 16 | 44 | -27.87% |
| 31 Dec, 15 | 61 | 10.91% |
| 30 Sep, 15 | 55 | 7.84% |
| 30 Jun, 15 | 51 | 4.08% |
| 31 Mar, 15 | 49 | -16.95% |
| 31 Dec, 14 | 59 | 18.00% |
| 30 Sep, 14 | 50 | 11.11% |
| 30 Jun, 14 | 45 | -8.16% |
| 31 Mar, 14 | 49 | -12.50% |
| 31 Dec, 13 | 56 | -24.32% |
| 30 Sep, 13 | 74 | -3.90% |
| 30 Jun, 13 | 77 | 133.33% |
| 31 Mar, 13 | 33 | -2.94% |
| 31 Dec, 12 | 34 | 88.89% |
| 30 Sep, 12 | 18 | -33.33% |
| 30 Jun, 12 | 27 | 42.11% |
| 31 Mar, 12 | 19 | -38.71% |
| 31 Dec, 11 | 31 | 47.62% |
| 30 Sep, 11 | 21 | 61.54% |
| 30 Jun, 11 | 13 | -35.00% |
| 31 Mar, 11 | 20 | -16.67% |
| 31 Dec, 10 | 24 | -14.29% |
| 30 Sep, 10 | 28 | 40.00% |
| 30 Jun, 10 | 20 | -4.76% |
| 31 Mar, 10 | 21 | -4.55% |
| 31 Dec, 09 | 22 | - |
| 30 Sep, 09 | 22 | -31.25% |
| 30 Jun, 09 | 32 | -5.88% |
| 31 Mar, 09 | 34 | 54.55% |
| 31 Dec, 08 | 22 | -8.33% |
| 30 Sep, 08 | 24 | 4.35% |
| 30 Jun, 08 | 23 | 27.78% |
| 31 Mar, 08 | 18 | -5.26% |
| 31 Dec, 07 | 19 | 58.33% |
| 30 Sep, 07 | 12 | -45.45% |
| 30 Jun, 07 | 22 | 2100.00% |
| 31 Mar, 07 | 1 | - |
44 institutional shareholders have increased their position in TFSL stock as of 30 Jun 24 compared to 76 in the previous quarter (a -42.11% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 15 | -61.54% |
| 31 Mar, 24 | 39 | -13.33% |
| 31 Dec, 23 | 45 | -6.25% |
| 30 Sep, 23 | 48 | 9.09% |
| 30 Jun, 23 | 44 | -6.38% |
| 31 Mar, 23 | 47 | 23.68% |
| 31 Dec, 22 | 38 | -5.00% |
| 30 Sep, 22 | 40 | -11.11% |
| 30 Jun, 22 | 45 | 32.35% |
| 31 Mar, 22 | 34 | -19.05% |
| 31 Dec, 21 | 42 | -6.67% |
| 30 Sep, 21 | 45 | 2.27% |
| 30 Jun, 21 | 44 | 37.50% |
| 31 Mar, 21 | 32 | -25.58% |
| 31 Dec, 20 | 43 | -6.52% |
| 30 Sep, 20 | 46 | -19.30% |
| 30 Jun, 20 | 57 | 23.91% |
| 31 Mar, 20 | 46 | 2.22% |
| 31 Dec, 19 | 45 | 21.62% |
| 30 Sep, 19 | 37 | -7.50% |
| 30 Jun, 19 | 40 | 8.11% |
| 31 Mar, 19 | 37 | 23.33% |
| 31 Dec, 18 | 30 | -25.00% |
| 30 Sep, 18 | 40 | -13.04% |
| 30 Jun, 18 | 46 | 35.29% |
| 31 Mar, 18 | 34 | 21.43% |
| 31 Dec, 17 | 28 | -12.50% |
| 30 Sep, 17 | 32 | -30.43% |
| 30 Jun, 17 | 46 | 4.55% |
| 31 Mar, 17 | 44 | 25.71% |
| 31 Dec, 16 | 35 | -20.45% |
| 30 Sep, 16 | 44 | -2.22% |
| 30 Jun, 16 | 45 | -6.25% |
| 31 Mar, 16 | 48 | 33.33% |
| 31 Dec, 15 | 36 | -10.00% |
| 30 Sep, 15 | 40 | 14.29% |
| 30 Jun, 15 | 35 | 2.94% |
| 31 Mar, 15 | 34 | 3.03% |
| 31 Dec, 14 | 33 | -23.26% |
| 30 Sep, 14 | 43 | -10.42% |
| 30 Jun, 14 | 48 | 17.07% |
| 31 Mar, 14 | 41 | - |
| 31 Dec, 13 | 41 | 32.26% |
| 30 Sep, 13 | 31 | 34.78% |
| 30 Jun, 13 | 23 | 35.29% |
| 31 Mar, 13 | 17 | 142.86% |
| 31 Dec, 12 | 7 | -41.67% |
| 30 Sep, 12 | 12 | 20.00% |
| 30 Jun, 12 | 10 | -9.09% |
| 31 Mar, 12 | 11 | 37.50% |
| 31 Dec, 11 | 8 | -20.00% |
| 30 Sep, 11 | 10 | -9.09% |
| 30 Jun, 11 | 11 | 37.50% |
| 31 Mar, 11 | 8 | -20.00% |
| 31 Dec, 10 | 10 | -16.67% |
| 30 Sep, 10 | 12 | -25.00% |
| 30 Jun, 10 | 16 | 6.67% |
| 31 Mar, 10 | 15 | 66.67% |
| 31 Dec, 09 | 9 | -35.71% |
| 30 Sep, 09 | 14 | 16.67% |
| 30 Jun, 09 | 12 | 100.00% |
| 31 Mar, 09 | 6 | -57.14% |
| 31 Dec, 08 | 14 | 55.56% |
| 30 Sep, 08 | 9 | 28.57% |
| 30 Jun, 08 | 7 | -12.50% |
| 31 Mar, 08 | 8 | 60.00% |
| 31 Dec, 07 | 5 | 66.67% |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
15 institutional shareholders have reduced their position in TFSL stock as of 30 Jun 24 compared to 39 in the previous quarter (a -61.54% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 74 | -52.56% | 9,866,123 | -63.85% | 3.55% | 3.68% | 44 | -42.11% | 15 | -61.54% |
| 31 Mar, 24 | 156 | 4.00% | 27,288,610 | -0.82% | 9.82% | 10.02% | 76 | -5.00% | 39 | -13.33% |
| 31 Dec, 23 | 150 | 5.63% | 27,514,247 | 5.02% | 9.90% | 11.11% | 80 | 29.03% | 45 | -6.25% |
| 30 Sep, 23 | 142 | -1.39% | 26,199,484 | -1.42% | 9.44% | 10.28% | 62 | -20.51% | 48 | 9.09% |
| 30 Jun, 23 | 144 | -3.36% | 26,576,729 | 5.64% | 9.58% | 11.65% | 78 | 1.30% | 44 | -6.38% |
| 31 Mar, 23 | 149 | 0.68% | 25,156,848 | 1.06% | 9.07% | 11.26% | 77 | -13.48% | 47 | 23.68% |
| 31 Dec, 22 | 148 | 1.37% | 24,893,945 | 1.66% | 8.98% | 11.52% | 89 | 11.25% | 38 | -5.00% |
| 30 Sep, 22 | 146 | 2.10% | 24,486,328 | -2.12% | 8.83% | 10.86% | 80 | 17.65% | 40 | -11.11% |
| 30 Jun, 22 | 143 | - | 25,017,838 | -0.41% | 9.02% | 11.00% | 68 | -12.82% | 45 | 32.35% |
| 31 Mar, 22 | 143 | 2.14% | 25,119,724 | 1.43% | 9.05% | 11.35% | 78 | 14.71% | 34 | -19.05% |
| 31 Dec, 21 | 140 | 3.70% | 24,764,775 | -1.98% | 8.93% | 10.72% | 68 | 23.64% | 42 | -6.67% |
| 30 Sep, 21 | 135 | 5.47% | 25,264,081 | -5.36% | 9.13% | 9.82% | 55 | 17.02% | 45 | 2.27% |
| 30 Jun, 21 | 128 | 4.07% | 26,693,544 | -5.20% | 9.64% | 9.31% | 47 | -29.85% | 44 | 37.50% |
| 31 Mar, 21 | 123 | -5.38% | 28,158,118 | 1.95% | 10.18% | 10.18% | 67 | 8.06% | 32 | -25.58% |
| 31 Dec, 20 | 130 | 4.00% | 27,619,870 | -1.18% | 10.00% | 9.74% | 62 | 19.23% | 43 | -6.52% |
| 30 Sep, 20 | 125 | -0.79% | 27,948,559 | -5.96% | 10.13% | 8.74% | 52 | -3.70% | 46 | -19.30% |
| 30 Jun, 20 | 126 | -3.82% | 29,718,630 | -3.29% | 10.77% | 8.68% | 54 | -14.29% | 57 | 23.91% |
| 31 Mar, 20 | 131 | 1.55% | 30,728,380 | -2.71% | 11.14% | 8.48% | 63 | 3.28% | 46 | 2.22% |
| 31 Dec, 19 | 129 | 1.57% | 31,584,602 | -0.55% | 11.46% | 8.62% | 61 | -3.17% | 45 | 21.62% |
| 30 Sep, 19 | 127 | 8.55% | 31,758,873 | -2.44% | 11.53% | 8.25% | 63 | 34.04% | 37 | -7.50% |
| 30 Jun, 19 | 117 | -7.87% | 32,554,402 | -0.43% | 11.82% | 8.38% | 47 | -25.40% | 40 | 8.11% |
| 31 Mar, 19 | 127 | 11.40% | 32,695,721 | 0.74% | 11.87% | 8.55% | 63 | - | 37 | 23.33% |
| 31 Dec, 18 | 114 | 0.88% | 32,456,651 | 6.58% | 11.79% | 9.65% | 63 | 26.00% | 30 | -25.00% |
| 30 Sep, 18 | 113 | 0.89% | 30,453,696 | -0.66% | 11.05% | 8.92% | 50 | 16.28% | 40 | -13.04% |
| 30 Jun, 18 | 112 | -1.75% | 30,656,326 | -0.69% | 11.13% | 8.87% | 43 | -25.86% | 46 | 35.29% |
| 31 Mar, 18 | 114 | -0.87% | 30,870,162 | -0.61% | 11.20% | 8.83% | 58 | -10.77% | 34 | 21.43% |
| 31 Dec, 17 | 115 | 10.58% | 31,058,686 | 0.01% | 11.26% | 8.90% | 65 | 27.45% | 28 | -12.50% |
| 30 Sep, 17 | 104 | -3.70% | 31,054,188 | -3.35% | 11.25% | 8.36% | 51 | 18.60% | 32 | -30.43% |
| 30 Jun, 17 | 108 | -3.57% | 32,131,205 | -1.30% | 11.60% | 8.44% | 43 | - | 46 | 4.55% |
| 31 Mar, 17 | 112 | -5.88% | 32,555,111 | -2.30% | 11.72% | 8.15% | 43 | -29.51% | 44 | 25.71% |
| 31 Dec, 16 | 119 | 2.59% | 33,322,754 | -1.56% | 11.99% | 8.30% | 61 | 22.00% | 35 | -20.45% |
| 30 Sep, 16 | 116 | -4.13% | 33,849,297 | -2.12% | 12.02% | 7.93% | 50 | -3.85% | 44 | -2.22% |
| 30 Jun, 16 | 121 | 3.42% | 34,582,397 | -3.22% | 12.31% | 7.69% | 52 | 18.18% | 45 | -6.25% |
| 31 Mar, 16 | 117 | -2.50% | 35,733,471 | -6.60% | 12.66% | 6.97% | 44 | -27.87% | 48 | 33.33% |
| 31 Dec, 15 | 120 | 2.56% | 38,259,483 | -3.29% | 13.48% | 7.05% | 61 | 10.91% | 36 | -10.00% |
| 30 Sep, 15 | 117 | 10.38% | 39,559,955 | -8.68% | 13.83% | 6.14% | 55 | 7.84% | 40 | 14.29% |
| 30 Jun, 15 | 106 | 4.95% | 43,319,992 | 1.34% | 15.01% | 6.98% | 51 | 4.08% | 35 | 2.94% |
| 31 Mar, 15 | 101 | -13.68% | 42,745,743 | -1.50% | 14.67% | 6.72% | 49 | -16.95% | 34 | 3.03% |
| 31 Dec, 14 | 117 | - | 43,397,760 | -5.82% | 14.77% | 6.11% | 59 | 18.00% | 33 | -23.26% |
| 30 Sep, 14 | 117 | -3.31% | 46,081,707 | -4.11% | 15.55% | 6.01% | 50 | 11.11% | 43 | -10.42% |
| 30 Jun, 14 | 121 | 1.68% | 48,054,784 | -1.37% | 16.09% | 6.11% | 45 | -8.16% | 48 | 17.07% |
| 31 Mar, 14 | 119 | -6.30% | 48,723,182 | 1.49% | 16.23% | 6.36% | 49 | -12.50% | 41 | - |
| 31 Dec, 13 | 127 | -4.51% | 48,009,079 | -1.99% | 15.97% | 6.06% | 56 | -24.32% | 41 | 32.26% |
| 30 Sep, 13 | 133 | 16.67% | 48,984,196 | -2.76% | 16.23% | 5.83% | 74 | -3.90% | 31 | 34.78% |
| 30 Jun, 13 | 114 | 103.57% | 50,373,182 | 163.93% | 16.68% | 41.71% | 77 | 133.33% | 23 | 35.29% |
| 31 Mar, 13 | 56 | 9.80% | 19,085,475 | -9.93% | 6.32% | 12.81% | 33 | -2.94% | 17 | 142.86% |
| 31 Dec, 12 | 51 | 21.43% | 21,189,701 | 3.47% | 7.03% | 15.20% | 34 | 88.89% | 7 | -41.67% |
| 30 Sep, 12 | 42 | -10.64% | 20,478,161 | 18.42% | 6.80% | 20.63% | 18 | -33.33% | 12 | 20.00% |
| 30 Jun, 12 | 47 | 6.82% | 17,292,496 | -14.94% | 5.74% | 12.60% | 27 | 42.11% | 10 | -9.09% |
| 31 Mar, 12 | 44 | -8.33% | 20,329,075 | -0.60% | 6.75% | 14.62% | 19 | -38.71% | 11 | 37.50% |
| 31 Dec, 11 | 48 | 37.14% | 20,452,732 | 60.66% | 6.79% | 37.99% | 31 | 47.62% | 8 | -20.00% |
| 30 Sep, 11 | 35 | 29.63% | 12,730,385 | -42.24% | 4.23% | 7.85% | 21 | 61.54% | 10 | -9.09% |
| 30 Jun, 11 | 27 | -10.00% | 22,040,874 | 18.21% | 7.34% | 19.02% | 13 | -35.00% | 11 | 37.50% |
| 31 Mar, 11 | 30 | -18.92% | 18,645,863 | 20.34% | 6.21% | 23.31% | 20 | -16.67% | 8 | -20.00% |
| 31 Dec, 10 | 37 | -11.90% | 15,494,134 | -1.96% | 5.16% | 18.58% | 24 | -14.29% | 10 | -16.67% |
| 30 Sep, 10 | 42 | 2.44% | 15,803,091 | -3.97% | 5.27% | 17.50% | 28 | 40.00% | 12 | -25.00% |
| 30 Jun, 10 | 41 | -4.65% | 16,457,048 | 16.14% | 5.49% | 24.55% | 20 | -4.76% | 16 | 6.67% |
| 31 Mar, 10 | 43 | 7.50% | 14,170,313 | -20.95% | 4.73% | 13.21% | 21 | -4.55% | 15 | 66.67% |
| 31 Dec, 09 | 40 | -14.89% | 17,926,558 | -5.80% | 5.98% | 14.99% | 22 | - | 9 | -35.71% |
| 30 Sep, 09 | 47 | -2.08% | 19,029,730 | 31.67% | 6.32% | 27.26% | 22 | -31.25% | 14 | 16.67% |
| 30 Jun, 09 | 48 | 6.67% | 14,452,601 | -28.84% | 4.81% | 10.61% | 32 | -5.88% | 12 | 100.00% |
| 31 Mar, 09 | 45 | 12.50% | 20,310,474 | -7.82% | 6.74% | 12.77% | 34 | 54.55% | 6 | -57.14% |
| 31 Dec, 08 | 40 | - | 22,033,290 | -7.85% | 7.26% | 12.96% | 22 | -8.33% | 14 | 55.56% |
| 30 Sep, 08 | 40 | 17.65% | 23,910,384 | 74.22% | 7.49% | 40.83% | 24 | 4.35% | 9 | 28.57% |
| 30 Jun, 08 | 34 | 6.25% | 13,724,293 | -4.76% | 4.28% | 21.45% | 23 | 27.78% | 7 | -12.50% |
| 31 Mar, 08 | 32 | 18.52% | 14,409,714 | -12.58% | 4.47% | 17.08% | 18 | -5.26% | 8 | 60.00% |
| 31 Dec, 07 | 27 | 35.00% | 16,483,574 | 36.95% | 5.11% | 36.68% | 19 | 58.33% | 5 | 66.67% |
| 30 Sep, 07 | 20 | -9.09% | 12,036,091 | 30.30% | 3.73% | 36.20% | 12 | -45.45% | 3 | - |
| 30 Jun, 07 | 22 | 2100.00% | 9,237,096 | 2185.53% | 3.21% | 16893.62% | 22 | 2100.00% | - | - |
| 31 Mar, 07 | 1 | - | 404,156 | - | 0.14% | - | 1 | - | - | - |
TFS Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of TFS Financial's stock was made by Stefanski Marc A on Aug 06 2024, selling 10,000 shares at - per share (valued at -).
TFS Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | 6 | 16.67% |
| Q1 2024 | 18 | 6 | 300.00% |
| Q4 2023 | 42 | 55 | 76.36% |
| Q3 2023 | 4 | 12 | 33.33% |
| Q2 2023 | 4 | 2 | 200.00% |
| Q1 2023 | 2 | 3 | 66.67% |
| Q4 2022 | 44 | 31 | 141.94% |
| Q3 2022 | 7 | 11 | 63.64% |
| Q2 2022 | 5 | 8 | 62.50% |
| Q1 2022 | 2 | 14 | 14.29% |
| Q4 2021 | 45 | 36 | 125.00% |
| Q3 2021 | 4 | 11 | 36.36% |
| Q2 2021 | 5 | 8 | 62.50% |
| Q1 2021 | 9 | 18 | 50.00% |
| Q4 2020 | 59 | 49 | 120.41% |
| Q3 2020 | - | 14 | - |
| Q2 2020 | 9 | 9 | 100.00% |
| Q1 2020 | 6 | 9 | 66.67% |
| Q4 2019 | 39 | 40 | 97.50% |
| Q3 2019 | 1 | 5 | 20.00% |
1 total buy trades, and 6 total sell trades (buy/sell ratio of 0.17%) were made by TFS Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 5 | - |
| Q1 2024 | - | 6 | - |
| Q4 2023 | - | 8 | - |
| Q3 2023 | - | 5 | - |
| Q2 2023 | 3 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 1 | 2 | 50.00% |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 1 | 3 | 33.33% |
| Q2 2021 | - | 1 | - |
| Q1 2021 | - | 6 | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 4 | - |
| Q3 2019 | - | 1 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 5 open market sell trades of TFS Financial's stocks.
TFS Financial Peer Ownership
| Ticker | Company |
|---|---|
| INDB | Independent Bank Corp. |
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| CPF | Central Pacific Financial Corp. |
| WMPN | William Penn Bancorporation |
| WSFS | WSFS Financial Corporation |
| PKBK | Parke Bancorp, Inc. |
| WSBF | Waterstone Financial, Inc. |
| RMBI | Richmond Mutual Bancorporation, Inc. |
| HONE | HarborOne Bancorp, Inc. |
| FHB | First Hawaiian, Inc. |
| HFWA | Heritage Financial Corporation |
| TBNK | Territorial Bancorp Inc. |
| CATC | Cambridge Bancorp |
| HTBK | Heritage Commerce Corp |
| BOH | Bank of Hawaii Corporation |
| FISI | Financial Institutions, Inc. |
| NBHC | National Bank Holdings Corporation |
| BHLB | Berkshire Hills Bancorp, Inc. |
| PGC | Peapack-Gladstone Financial Corporation |
| BRKL | Brookline Bancorp, Inc. |
| BWFG | Bankwell Financial Group, Inc. |
TFSL Ownership FAQ
Who Owns TFS Financial?
TFS Financial is owned by institutional shareholders (3.55%), insiders (0.52%), and public (95.93%). The largest institutional shareholder of TFS Financial is VANGUARD GROUP INC (1.87% of total shares) and the top mutual fund owner is CRM Mutual Fund Trust (1.03% of total shares).
Who are the major institutional shareholders of TFS Financial?
TFS Financial's major institutional shareholders are VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, and BANK OF NEW YORK MELLON CORP. The top five shareholders own together 5.68% of the company's share outstanding.
How many TFS Financial shareholders are there?
As of Jun 2024, there are 74 institutional shareholders of TFS Financial.
What percentage of TFS Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 5.21M shares of TFS Financial, representing 1.87% of the company's total shares outstanding, valued at $65.72M (as of Jun 2024).
What percentage of TFS Financial is owned by RENAISSANCE TECHNOLOGIES LLC?
As of Jun 2024, RENAISSANCE TECHNOLOGIES LLC holds 3.29M shares of TFS Financial (TFSL), compromising 1.18% of the company, valued at $41.47M.
What percentage of TFS Financial is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of TFS Financial. The company owns 3.16M of the company's shares outstanding (worth $39.85M).