TFS Financial Ownership 2024 | Who Owns TFS Financial Now?
Institutional Ownership
9.82%
Insider Ownership
0.53%
Retail Ownership
89.65%
Institutional Holders
154.00
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 | 1.88% | 0.00% | 5,215,605 | 23,668 | 0.46% | 65,507,999 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.23% | 0.07% | 3,407,356 | -165,300 | -4.63% | 42,796,000 | Mar 31, 2024 |
| BLACKROCK INC. | 1.12% | 0.00% | 3,098,875 | -48,072 | -1.53% | 38,921,870 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.85% | 0.01% | 2,354,376 | 138,022 | 6.23% | 29,570,963 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.60% | 0.00% | 1,658,655 | 3,159 | 0.19% | 20,832,712 | Mar 31, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.55% | 1.05% | 1,536,687 | -229,683 | -13.00% | 19,300,789 | Mar 31, 2024 |
| STATE STREET CORP | 0.51% | 0.00% | 1,415,818 | -67,153 | -4.53% | 17,782,674 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | 0.00% | 1,044,392 | 23,895 | 2.34% | 13,120,685 | Mar 31, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.34% | 0.03% | 933,462 | -14,187 | -1.50% | 11,724,283 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.23% | 0.00% | 652,983 | -48,037 | -6.85% | 8,201,467 | Mar 31, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.19% | 0.05% | 519,619 | 21,415 | 4.30% | 6,526,415 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.16% | 0.00% | 436,577 | 8,981 | 2.10% | 5,483,407 | Mar 31, 2024 |
| MORGAN STANLEY | 0.16% | 0.00% | 435,672 | 33,761 | 8.40% | 5,472,068 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.10% | 0.00% | 287,523 | 105,508 | 57.97% | 3,611,290,000 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.10% | 0.00% | 275,869 | -110,676 | -28.63% | 3,464,914 | Mar 31, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.10% | 0.18% | 274,628 | 14,362 | 5.52% | 3,570,170,000 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.07% | 0.00% | 184,082 | -1,020 | -0.55% | 2,312,070 | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.05% | 0.00% | 141,965 | 5,960 | 4.38% | 1,793,018 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.05% | 0.00% | 137,668 | -7,401 | -5.10% | 1,729,110 | Mar 31, 2024 |
| PATHSTONE HOLDINGS, LLC | 0.04% | 0.01% | 124,949 | 19,084 | 18.03% | 1,569,365 | Mar 31, 2024 |
TFS Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 1.88% of the company's total share outstanding, currently valued at $65.51M. The top 10 institutional shareholders own together 7.67% 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 | 0.55% | 1.05% | 1,536,687 | -229,683 | -13.00% | 19,300,789 | Mar 31, 2024 |
| VISION CAPITAL MANAGEMENT, INC. | 0.04% | 0.22% | 117,947 | 333 | 0.28% | 1,481,415 | Mar 31, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | 0.03% | 0.18% | 72,398 | 69 | 0.10% | 909,323 | Mar 31, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.10% | 0.18% | 274,628 | 14,362 | 5.52% | 3,570,170,000 | Mar 31, 2024 |
| ARDEN TRUST CO | 0.03% | 0.16% | 91,345 | 7,171 | 8.52% | 1,147,291 | Mar 31, 2024 |
| INSPIRE ADVISORS, LLC | 0.03% | 0.15% | 83,864 | 11,655 | 16.14% | 1,053,330 | Mar 31, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.13% | 4,300 | 4,300 | 100.00% | 54,008,000 | Mar 31, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.02% | 0.13% | 60,423 | 29,568 | 95.83% | 758,913 | Mar 31, 2024 |
| ATOM INVESTORS LP | 0.03% | 0.12% | 77,256 | 77,256 | 100.00% | 970,335 | Mar 31, 2024 |
| COVESTOR LTD | 0.01% | 0.12% | 14,509 | -1,928 | -11.73% | 182,000 | Mar 31, 2024 |
| PARK CIRCLE CO | 0.00% | 0.11% | 9,905 | - | - | 124,407 | Mar 31, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.10% | 9,001 | 9,001 | 100.00% | 113,053 | Mar 31, 2024 |
| HARBOR ADVISORS LLC | 0.02% | 0.10% | 42,260 | - | - | 530,786 | Mar 31, 2024 |
| INCEPTIONR LLC | 0.01% | 0.09% | 28,912 | 28,912 | 100.00% | 363,135 | Mar 31, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.02% | 0.08% | 63,493 | 63,493 | 100.00% | 797,472 | Mar 31, 2024 |
| MALAGA COVE CAPITAL, LLC | 0.01% | 0.07% | 13,853 | - | - | 173,994 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.23% | 0.07% | 3,407,356 | -165,300 | -4.63% | 42,796,000 | Mar 31, 2024 |
| FARMERS TRUST CO | 0.01% | 0.05% | 20,000 | 20,000 | 100.00% | 251,200 | Mar 31, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.19% | 0.05% | 519,619 | 21,415 | 4.30% | 6,526,415 | Mar 31, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | 0.00% | 0.04% | 3,514 | 3,514 | 100.00% | 342,675 | Mar 31, 2024 |
The largest TFS Financial shareholder by % of total assets is CRAMER ROSENTHAL MCGLYNN LLC. The company owns 1.54M shares of TFS Financial (TFSL), representing 1.05% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 0.85% | 0.01% | 2,354,376 | 138,022 | 6.23% | 29,570,963 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.10% | 0.00% | 287,523 | 105,508 | 57.97% | 3,611,290,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.04% | 0.00% | 102,439 | 78,547 | 328.76% | 1,286,634 | Mar 31, 2024 |
| ATOM INVESTORS LP | 0.03% | 0.12% | 77,256 | 77,256 | 100.00% | 970,335 | Mar 31, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.02% | 0.08% | 63,493 | 63,493 | 100.00% | 797,472 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 0.00% | 57,546 | 57,546 | 100.00% | 722,778 | Mar 31, 2024 |
| UBS GROUP AG | 0.01% | 0.00% | 37,129 | 35,829 | 2756.08% | 466,340 | Mar 31, 2024 |
| MORGAN STANLEY | 0.16% | 0.00% | 435,672 | 33,761 | 8.40% | 5,472,068 | Mar 31, 2024 |
| CITIGROUP INC | 0.03% | 0.00% | 88,926 | 32,032 | 56.30% | 1,116,911 | Mar 31, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.02% | 0.13% | 60,423 | 29,568 | 95.83% | 758,913 | Mar 31, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.02% | 0.00% | 65,994 | 29,114 | 78.94% | 828,885 | Mar 31, 2024 |
| INCEPTIONR LLC | 0.01% | 0.09% | 28,912 | 28,912 | 100.00% | 363,135 | Mar 31, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.01% | 0.00% | 27,872 | 27,872 | 100.00% | 350,072 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 27,500 | 27,500 | 100.00% | 345,400 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | 0.00% | 1,044,392 | 23,895 | 2.34% | 13,120,685 | Mar 31, 2024 |
| VANGUARD GROUP INC | 1.88% | 0.00% | 5,215,605 | 23,668 | 0.46% | 65,507,999 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.01% | 0.01% | 22,700 | 22,700 | 100.00% | 285,112 | Mar 31, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.00% | 21,930 | 21,930 | 100.00% | 275,445 | Mar 31, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.19% | 0.05% | 519,619 | 21,415 | 4.30% | 6,526,415 | Mar 31, 2024 |
| FARMERS TRUST CO | 0.01% | 0.05% | 20,000 | 20,000 | 100.00% | 251,200 | Mar 31, 2024 |
As of Mar 31 2024, TFS Financial's largest institutional buyer is DIMENSIONAL FUND ADVISORS LP. The company purchased 138.02K stocks of TFSL, valued at $29.57M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CRAMER ROSENTHAL MCGLYNN LLC | 0.55% | 1.05% | 1,536,687 | -229,683 | -13.00% | 19,300,789 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.23% | 0.07% | 3,407,356 | -165,300 | -4.63% | 42,796,000 | Mar 31, 2024 |
| ALASKA PERMANENT FUND CORP | 0.02% | 0.01% | 48,242 | -130,504 | -73.01% | 605,920 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.10% | 0.00% | 275,869 | -110,676 | -28.63% | 3,464,914 | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | 0.00% | 0.00% | 3,800 | -75,000 | -95.18% | 47,728 | Mar 31, 2024 |
| STATE STREET CORP | 0.51% | 0.00% | 1,415,818 | -67,153 | -4.53% | 17,782,674 | Mar 31, 2024 |
| BLACKROCK INC. | 1.12% | 0.00% | 3,098,875 | -48,072 | -1.53% | 38,921,870 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.23% | 0.00% | 652,983 | -48,037 | -6.85% | 8,201,467 | Mar 31, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 182 | -35,510 | -99.49% | 2,286 | Mar 31, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | - | - | - | -30,600 | -100.00% | - | Mar 31, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -25,330 | -100.00% | - | Mar 31, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -24,650 | -100.00% | - | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 24,304 | -23,717 | -49.39% | 305,258 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -17,375 | -100.00% | - | Mar 31, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -14,886 | -100.00% | - | Mar 31, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.34% | 0.03% | 933,462 | -14,187 | -1.50% | 11,724,283 | Mar 31, 2024 |
| RHUMBLINE ADVISERS | 0.02% | 0.00% | 55,107 | -13,346 | -19.50% | 692,113,000 | Mar 31, 2024 |
| KBC GROUP NV | - | - | - | -12,776 | -100.00% | - | Mar 31, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | - | - | - | -12,776 | -100.00% | - | Mar 31, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.03% | 0.00% | 78,317 | -12,401 | -13.67% | 983,662 | Mar 31, 2024 |
As of Mar 31 2024, TFS Financial's biggest institutional seller is CRAMER ROSENTHAL MCGLYNN LLC. The company sold -0.23M shares of TFSL, valued at $19.30M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ATOM INVESTORS LP | 0.03% | 0.12% | 77,256 | 77,256 | 100.00% | 970,335 | Mar 31, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.02% | 0.08% | 63,493 | 63,493 | 100.00% | 797,472 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 0.00% | 57,546 | 57,546 | 100.00% | 722,778 | Mar 31, 2024 |
| INCEPTIONR LLC | 0.01% | 0.09% | 28,912 | 28,912 | 100.00% | 363,135 | Mar 31, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.01% | 0.00% | 27,872 | 27,872 | 100.00% | 350,072 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 27,500 | 27,500 | 100.00% | 345,400 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.01% | 0.01% | 22,700 | 22,700 | 100.00% | 285,112 | Mar 31, 2024 |
| FARMERS TRUST CO | 0.01% | 0.05% | 20,000 | 20,000 | 100.00% | 251,200 | Mar 31, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 0.00% | 16,663 | 16,663 | 100.00% | 209,000 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 15,660 | 15,660 | 100.00% | 196,690 | Mar 31, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.01% | 0.00% | 14,343 | 14,343 | 100.00% | 180,154 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 0.00% | 13,733 | 13,733 | 100.00% | 172,000 | Mar 31, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.03% | 11,595 | 11,595 | 100.00% | 145,633 | Mar 31, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | 0.00% | 0.00% | 10,021 | 10,021 | 100.00% | 125,864 | Mar 31, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.10% | 9,001 | 9,001 | 100.00% | 113,053 | Mar 31, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.13% | 4,300 | 4,300 | 100.00% | 54,008,000 | Mar 31, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | 0.00% | 0.04% | 3,514 | 3,514 | 100.00% | 342,675 | Mar 31, 2024 |
| RE DICKINSON INVESTMENT ADVISORS, LLC | 0.00% | 0.02% | 2,363 | 2,363 | 100.00% | 30,000 | Mar 31, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 1,050 | 1,050 | 100.00% | 13,188,000 | Mar 31, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 340 | 340 | 100.00% | 4,270,000 | Mar 31, 2024 |
| QUEST PARTNERS LLC | - | 0.00% | 88 | 88 | 100.00% | 1,105 | Mar 31, 2024 |
TFS Financial's largest new institutional shareholder by number of shares is ATOM INVESTORS LP, purchased 77.26K shares, valued at $970.34K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | - | - | - | -30,600 | -100.00% | - | Mar 31, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -25,330 | -100.00% | - | Mar 31, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -24,650 | -100.00% | - | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -17,375 | -100.00% | - | Mar 31, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -14,886 | -100.00% | - | Mar 31, 2024 |
| KBC GROUP NV | - | - | - | -12,776 | -100.00% | - | Mar 31, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | - | - | - | -12,776 | -100.00% | - | Mar 31, 2024 |
| INVESCO, LLC | - | - | - | -11,124 | -100.00% | - | Mar 31, 2024 |
| XTX TOPCO LTD | - | - | - | -10,800 | -100.00% | - | Mar 31, 2024 |
| ETHIC INC. | - | - | - | -10,547 | -100.00% | - | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -10,494 | -100.00% | - | Mar 31, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -6,600 | -100.00% | - | Mar 31, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -3,364 | -100.00% | - | Mar 31, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -3,168 | -100.00% | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | - | - | - | -2,000 | -100.00% | - | Mar 31, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -229 | -100.00% | - | Mar 31, 2024 |
| RONALD BLUE TRUST, INC. | - | - | - | -52 | -100.00% | - | Mar 31, 2024 |
TFS Financial's largest sold out institutional shareholder by shares sold is SKANDINAVISKA ENSKILDA BANKEN AB (PUBL), sold -30.60K shares, valued at -, as of undefined.
TFS Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 4.91% | 19,263 | - | - | Jan 31, 2024 |
| CRM Mutual Fund Trust | 1.58% | 515,180 | 102,534 | 24.85% | Dec 31, 2023 |
| QUAKER INVESTMENT TRUST | 1.46% | 24,000 | - | - | Dec 31, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.24% | 44,389 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 43,322 | - | - | Dec 31, 2023 |
| Northern Lights Variable Trust | 0.08% | 74,239 | - | - | Dec 31, 2023 |
| OSI ETF Trust | 0.05% | 9,091 | - | - | Mar 31, 2022 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.05% | 3,026 | - | - | Dec 31, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.03% | 84,959 | 1,364 | 1.63% | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.02% | 112,410 | - | - | Dec 29, 2023 |
| 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 |
| Calvert Responsible Index Series, Inc. | 0.01% | 24,511 | - | - | Dec 31, 2023 |
| Humankind Benefit Corp | 0.01% | 331 | 11 | 3.44% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 145,069 | 49,160 | 51.26% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.01% | 5,395,257 | 764,374 | 16.51% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 39,079 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,205 | - | - | Dec 31, 2023 |
| Natixis Funds Trust II | 0.01% | 76,689 | - | - | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 246,310 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.01% | 58,031 | - | - | Jan 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/ | 0.01% | 61,700 | - | - | Dec 31, 2023 |
| 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 |
| GPS Funds I | 0.00% | 13,215 | - | - | Dec 31, 2023 |
| TIMOTHY PLAN | 0.00% | 11,264 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 14,219 | -36 | -0.25% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 401,442 | 10,190 | 2.60% | Feb 29, 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 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 39,819 | -7,414 | -15.70% | Dec 31, 2023 |
| Dimensional ETF Trust | 0.00% | 524,152 | 71,510 | 15.80% | Jan 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 18,699 | - | - | Dec 31, 2023 |
| 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% | 1,472,943 | - | - | 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 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,905 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 35,322 | - | - | Dec 31, 2023 |
| Lattice Strategies Trust | 0.00% | 743 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 21,318 | - | - | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,600 | - | - | Dec 29, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,884 | - | - | Dec 31, 2023 |
| AB Active ETFs, Inc. | 0.00% | 4,172 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,666 | -1,162 | -30.36% | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,248 | -147 | -2.30% | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 17,417 | - | - | Dec 31, 2023 |
| VANGUARD TRUSTEES' EQUITY FUND | 0.00% | 6,660 | - | - | Jan 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.00% | 3,738 | - | - | Dec 31, 2023 |
| Forethought Variable Insurance Trust | 0.00% | 775 | - | - | Dec 29, 2023 |
| Adviser Managed Trust | 0.00% | 300 | - | - | Jan 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 60,552 | - | - | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 9,438 | - | - | Feb 29, 2024 |
| NEW COVENANT FUNDS | 0.00% | 573 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 15,021 | -50 | -0.33% | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,811 | - | - | Feb 29, 2024 |
| FLEXSHARES TRUST | 0.00% | 7,200 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 400 | - | - | Dec 31, 2023 |
| 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 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 7,141 | 24 | 0.34% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 143 | - | - | Dec 31, 2023 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 2,431 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 37,800 | - | - | Dec 29, 2023 |
| VANGUARD WORLD FUND | 0.00% | 9,336 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 3,542 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 9,616 | - | - | Feb 29, 2024 |
| Legg Mason Global Asset Management Trust | 0.00% | 30,230 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 34,383 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 32,529 | -23 | -0.07% | Dec 31, 2023 |
| ProFunds | 0.00% | 237 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.00% | 453 | - | - | Dec 29, 2023 |
| 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 | -10 | -2.37% | Dec 31, 2023 |
| AMERICAN BEACON FUNDS | 0.00% | 64,980 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 33,971 | 1,092 | 3.32% | Feb 29, 2024 |
| SPDR SERIES TRUST | 0.00% | 572,195 | 566,951 | 10811.42% | Dec 31, 2023 |
| 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 |
| HC CAPITAL TRUST | 0.00% | 380 | - | - | Dec 31, 2023 |
| Advisors' Inner Circle Fund III | 0.00% | 161 | 32 | 24.81% | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 3,460 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 969 | 957 | 7975.00% | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 17,325 | - | - | Dec 31, 2023 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 21,090 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 16,121 | 1,980 | 14.00% | Dec 29, 2023 |
| Brinker Capital Destinations Trust | 0.00% | 210 | - | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 22,728 | 1,444 | 6.78% | Dec 31, 2023 |
| Mercer Funds | 0.00% | 25,700 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 3,937 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 5,116 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 14,843 | - | - | Feb 29, 2024 |
TFS Financial's largest mutual fund holder by % of total assets is "VIRTUS ALTERNATIVE SOLUTIONS TRUST", owning 19.26K shares, compromising 4.91% of its total assets.
TFS Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 154 | 4.76% |
| 31 Dec, 23 | 147 | 5.76% |
| 30 Sep, 23 | 139 | -1.42% |
| 30 Jun, 23 | 141 | -4.08% |
| 31 Mar, 23 | 147 | 0.68% |
| 31 Dec, 22 | 146 | 2.10% |
| 30 Sep, 22 | 143 | 1.42% |
| 30 Jun, 22 | 141 | - |
| 31 Mar, 22 | 141 | 3.68% |
| 31 Dec, 21 | 136 | 3.82% |
| 30 Sep, 21 | 131 | 4.80% |
| 30 Jun, 21 | 125 | 2.46% |
| 31 Mar, 21 | 122 | -4.69% |
| 31 Dec, 20 | 128 | 4.92% |
| 30 Sep, 20 | 122 | -1.61% |
| 30 Jun, 20 | 124 | -4.62% |
| 31 Mar, 20 | 130 | 0.78% |
| 31 Dec, 19 | 129 | 1.57% |
| 30 Sep, 19 | 127 | 9.48% |
| 30 Jun, 19 | 116 | -7.94% |
| 31 Mar, 19 | 126 | 10.53% |
| 31 Dec, 18 | 114 | 1.79% |
| 30 Sep, 18 | 112 | 0.90% |
| 30 Jun, 18 | 111 | -2.63% |
| 31 Mar, 18 | 114 | 0.88% |
| 31 Dec, 17 | 113 | 10.78% |
| 30 Sep, 17 | 102 | -5.56% |
| 30 Jun, 17 | 108 | -2.70% |
| 31 Mar, 17 | 111 | -5.13% |
| 31 Dec, 16 | 117 | 3.54% |
| 30 Sep, 16 | 113 | -4.24% |
| 30 Jun, 16 | 118 | 3.51% |
| 31 Mar, 16 | 114 | -3.39% |
| 31 Dec, 15 | 118 | 3.51% |
| 30 Sep, 15 | 114 | 9.62% |
| 30 Jun, 15 | 104 | 5.05% |
| 31 Mar, 15 | 99 | -13.91% |
| 31 Dec, 14 | 115 | 0.88% |
| 30 Sep, 14 | 114 | -3.39% |
| 30 Jun, 14 | 118 | 1.72% |
| 31 Mar, 14 | 116 | -5.69% |
| 31 Dec, 13 | 123 | -5.38% |
| 30 Sep, 13 | 130 | 16.07% |
| 30 Jun, 13 | 112 | 100.00% |
| 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 | 54.84% |
| 30 Sep, 11 | 31 | 14.81% |
| 30 Jun, 11 | 27 | -6.90% |
| 31 Mar, 11 | 29 | -17.14% |
| 31 Dec, 10 | 35 | -12.50% |
| 30 Sep, 10 | 40 | 5.26% |
| 30 Jun, 10 | 38 | -5.00% |
| 31 Mar, 10 | 40 | 8.11% |
| 31 Dec, 09 | 37 | -13.95% |
| 30 Sep, 09 | 43 | -6.52% |
| 30 Jun, 09 | 46 | 6.98% |
| 31 Mar, 09 | 43 | 10.26% |
| 31 Dec, 08 | 39 | - |
| 30 Sep, 08 | 39 | 21.88% |
| 30 Jun, 08 | 32 | - |
| 31 Mar, 08 | 32 | 23.08% |
| 31 Dec, 07 | 26 | 44.44% |
| 30 Sep, 07 | 18 | -5.26% |
| 30 Jun, 07 | 19 | 1800.00% |
| 31 Mar, 07 | 1 | - |
As of 31 Mar 24, 154 institutions are holding TFS Financial's shares, representing an increase of 4.76% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 27,284,025 | -0.65% |
| 31 Dec, 23 | 27,461,715 | 5.21% |
| 30 Sep, 23 | 26,102,784 | -1.34% |
| 30 Jun, 23 | 26,456,789 | 5.45% |
| 31 Mar, 23 | 25,089,043 | 0.93% |
| 31 Dec, 22 | 24,858,746 | 1.69% |
| 30 Sep, 22 | 24,446,590 | -2.09% |
| 30 Jun, 22 | 24,967,364 | -0.61% |
| 31 Mar, 22 | 25,119,724 | 1.50% |
| 31 Dec, 21 | 24,748,808 | -1.92% |
| 30 Sep, 21 | 25,233,260 | -5.22% |
| 30 Jun, 21 | 26,622,737 | -5.31% |
| 31 Mar, 21 | 28,115,736 | 1.86% |
| 31 Dec, 20 | 27,601,787 | -1.14% |
| 30 Sep, 20 | 27,920,727 | -5.94% |
| 30 Jun, 20 | 29,682,946 | -3.40% |
| 31 Mar, 20 | 30,728,380 | -2.71% |
| 31 Dec, 19 | 31,584,602 | -0.55% |
| 30 Sep, 19 | 31,758,873 | -2.42% |
| 30 Jun, 19 | 32,547,593 | -0.45% |
| 31 Mar, 19 | 32,695,621 | 0.74% |
| 31 Dec, 18 | 32,456,651 | 6.58% |
| 30 Sep, 18 | 30,453,596 | -0.62% |
| 30 Jun, 18 | 30,642,864 | -0.74% |
| 31 Mar, 18 | 30,870,162 | -0.57% |
| 31 Dec, 17 | 31,046,682 | 0.01% |
| 30 Sep, 17 | 31,042,415 | -3.39% |
| 30 Jun, 17 | 32,131,205 | -1.30% |
| 31 Mar, 17 | 32,554,011 | -2.27% |
| 31 Dec, 16 | 33,309,080 | -1.54% |
| 30 Sep, 16 | 33,829,554 | -1.39% |
| 30 Jun, 16 | 34,306,908 | -3.91% |
| 31 Mar, 16 | 35,704,378 | -6.55% |
| 31 Dec, 15 | 38,206,708 | -2.58% |
| 30 Sep, 15 | 39,217,706 | -9.44% |
| 30 Jun, 15 | 43,303,389 | 1.39% |
| 31 Mar, 15 | 42,708,650 | -1.38% |
| 31 Dec, 14 | 43,304,443 | -5.84% |
| 30 Sep, 14 | 45,988,366 | -4.02% |
| 30 Jun, 14 | 47,914,512 | -1.31% |
| 31 Mar, 14 | 48,549,647 | 1.36% |
| 31 Dec, 13 | 47,899,042 | -2.06% |
| 30 Sep, 13 | 48,905,719 | -2.89% |
| 30 Jun, 13 | 50,363,010 | 163.88% |
| 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 | 71.43% |
| 30 Sep, 11 | 11,930,774 | -45.87% |
| 30 Jun, 11 | 22,040,874 | 18.22% |
| 31 Mar, 11 | 18,643,930 | 20.34% |
| 31 Dec, 10 | 15,492,595 | -0.93% |
| 30 Sep, 10 | 15,638,267 | -4.09% |
| 30 Jun, 10 | 16,304,447 | 17.06% |
| 31 Mar, 10 | 13,927,763 | -16.86% |
| 31 Dec, 09 | 16,751,333 | -10.05% |
| 30 Sep, 09 | 18,623,331 | 31.19% |
| 30 Jun, 09 | 14,195,801 | -29.77% |
| 31 Mar, 09 | 20,213,397 | -7.69% |
| 31 Dec, 08 | 21,897,313 | -6.19% |
| 30 Sep, 08 | 23,341,780 | 75.87% |
| 30 Jun, 08 | 13,271,803 | -7.90% |
| 31 Mar, 08 | 14,409,714 | -10.13% |
| 31 Dec, 07 | 16,033,353 | 37.01% |
| 30 Sep, 07 | 11,702,201 | 35.49% |
| 30 Jun, 07 | 8,637,066 | 2037.06% |
| 31 Mar, 07 | 404,156 | - |
TFS Financial (TFSL) has 27.28M shares outstanding as of 31 Mar 24, down -0.65% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 9.82% | 10.05% |
| 31 Dec, 23 | 9.88% | 11.17% |
| 30 Sep, 23 | 9.41% | 10.34% |
| 30 Jun, 23 | 9.54% | 11.66% |
| 31 Mar, 23 | 9.05% | 11.26% |
| 31 Dec, 22 | 8.96% | 11.54% |
| 30 Sep, 22 | 8.81% | 10.88% |
| 30 Jun, 22 | 9.00% | 10.98% |
| 31 Mar, 22 | 9.05% | 11.36% |
| 31 Dec, 21 | 8.93% | 10.73% |
| 30 Sep, 21 | 9.12% | 9.86% |
| 30 Jun, 21 | 9.62% | 9.31% |
| 31 Mar, 21 | 10.16% | 10.18% |
| 31 Dec, 20 | 9.99% | 9.75% |
| 30 Sep, 20 | 10.12% | 8.75% |
| 30 Jun, 20 | 10.76% | 8.67% |
| 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% | 8.93% |
| 30 Jun, 18 | 11.12% | 8.87% |
| 31 Mar, 18 | 11.20% | 8.84% |
| 31 Dec, 17 | 11.26% | 8.90% |
| 30 Sep, 17 | 11.24% | 8.36% |
| 30 Jun, 17 | 11.60% | 8.44% |
| 31 Mar, 17 | 11.72% | 8.16% |
| 31 Dec, 16 | 11.98% | 8.30% |
| 30 Sep, 16 | 12.01% | 8.05% |
| 30 Jun, 16 | 12.22% | 7.64% |
| 31 Mar, 16 | 12.65% | 6.98% |
| 31 Dec, 15 | 13.46% | 7.16% |
| 30 Sep, 15 | 13.71% | 6.09% |
| 30 Jun, 15 | 15.01% | 6.98% |
| 31 Mar, 15 | 14.66% | 6.75% |
| 31 Dec, 14 | 14.74% | 6.12% |
| 30 Sep, 14 | 15.52% | 6.03% |
| 30 Jun, 14 | 16.04% | 6.14% |
| 31 Mar, 14 | 16.17% | 6.37% |
| 31 Dec, 13 | 15.93% | 6.07% |
| 30 Sep, 13 | 16.20% | 5.82% |
| 30 Jun, 13 | 16.68% | 41.70% |
| 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% | 43.26% |
| 30 Sep, 11 | 3.96% | 7.36% |
| 30 Jun, 11 | 7.34% | 19.03% |
| 31 Mar, 11 | 6.21% | 23.31% |
| 31 Dec, 10 | 5.16% | 18.97% |
| 30 Sep, 10 | 5.22% | 17.64% |
| 30 Jun, 10 | 5.44% | 25.18% |
| 31 Mar, 10 | 4.65% | 14.87% |
| 31 Dec, 09 | 5.59% | 14.63% |
| 30 Sep, 09 | 6.18% | 27.66% |
| 30 Jun, 09 | 4.73% | 10.52% |
| 31 Mar, 09 | 6.70% | 12.87% |
| 31 Dec, 08 | 7.22% | 13.51% |
| 30 Sep, 08 | 7.31% | 42.62% |
| 30 Jun, 08 | 4.14% | 20.75% |
| 31 Mar, 08 | 4.47% | 18.06% |
| 31 Dec, 07 | 4.97% | 37.74% |
| 30 Sep, 07 | 3.63% | 40.26% |
| 30 Jun, 07 | 3.00% | 15796.23% |
| 31 Mar, 07 | 0.14% | - |
As of 31 Mar 24, TFS Financial is held by 9.82% institutional shareholders, representing a 10.05% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 75 | -6.25% |
| 31 Dec, 23 | 80 | 31.15% |
| 30 Sep, 23 | 61 | -21.79% |
| 30 Jun, 23 | 78 | 2.63% |
| 31 Mar, 23 | 76 | -14.61% |
| 31 Dec, 22 | 89 | 14.10% |
| 30 Sep, 22 | 78 | 16.42% |
| 30 Jun, 22 | 67 | -14.10% |
| 31 Mar, 22 | 78 | 16.42% |
| 31 Dec, 21 | 67 | 26.42% |
| 30 Sep, 21 | 53 | 15.22% |
| 30 Jun, 21 | 46 | -30.30% |
| 31 Mar, 21 | 66 | 6.45% |
| 31 Dec, 20 | 62 | 24.00% |
| 30 Sep, 20 | 50 | -7.41% |
| 30 Jun, 20 | 54 | -12.90% |
| 31 Mar, 20 | 62 | 1.64% |
| 31 Dec, 19 | 61 | -3.17% |
| 30 Sep, 19 | 63 | 36.96% |
| 30 Jun, 19 | 46 | -26.98% |
| 31 Mar, 19 | 63 | -1.56% |
| 31 Dec, 18 | 64 | 28.00% |
| 30 Sep, 18 | 50 | 19.05% |
| 30 Jun, 18 | 42 | -28.81% |
| 31 Mar, 18 | 59 | -7.81% |
| 31 Dec, 17 | 64 | 28.00% |
| 30 Sep, 17 | 50 | 13.64% |
| 30 Jun, 17 | 44 | 2.33% |
| 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 | 10.00% |
| 30 Jun, 15 | 50 | 2.04% |
| 31 Mar, 15 | 49 | -18.33% |
| 31 Dec, 14 | 60 | 25.00% |
| 30 Sep, 14 | 48 | 9.09% |
| 30 Jun, 14 | 44 | -12.00% |
| 31 Mar, 14 | 50 | -5.66% |
| 31 Dec, 13 | 53 | -27.40% |
| 30 Sep, 13 | 73 | -3.95% |
| 30 Jun, 13 | 76 | 130.30% |
| 31 Mar, 13 | 33 | -2.94% |
| 31 Dec, 12 | 34 | 88.89% |
| 30 Sep, 12 | 18 | -33.33% |
| 30 Jun, 12 | 27 | 35.00% |
| 31 Mar, 12 | 20 | -35.48% |
| 31 Dec, 11 | 31 | 82.35% |
| 30 Sep, 11 | 17 | 30.77% |
| 30 Jun, 11 | 13 | -31.58% |
| 31 Mar, 11 | 19 | -17.39% |
| 31 Dec, 10 | 23 | -11.54% |
| 30 Sep, 10 | 26 | 36.84% |
| 30 Jun, 10 | 19 | -9.52% |
| 31 Mar, 10 | 21 | 5.00% |
| 31 Dec, 09 | 20 | 5.26% |
| 30 Sep, 09 | 19 | -36.67% |
| 30 Jun, 09 | 30 | -9.09% |
| 31 Mar, 09 | 33 | 50.00% |
| 31 Dec, 08 | 22 | -8.33% |
| 30 Sep, 08 | 24 | 14.29% |
| 30 Jun, 08 | 21 | 16.67% |
| 31 Mar, 08 | 18 | -5.26% |
| 31 Dec, 07 | 19 | 72.73% |
| 30 Sep, 07 | 11 | -42.11% |
| 30 Jun, 07 | 19 | 1800.00% |
| 31 Mar, 07 | 1 | - |
75 institutional shareholders have increased their position in TFSL stock as of 31 Mar 24 compared to 80 in the previous quarter (a -6.25% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 39 | -11.36% |
| 31 Dec, 23 | 44 | -8.33% |
| 30 Sep, 23 | 48 | 11.63% |
| 30 Jun, 23 | 43 | -8.51% |
| 31 Mar, 23 | 47 | 27.03% |
| 31 Dec, 22 | 37 | -7.50% |
| 30 Sep, 22 | 40 | -11.11% |
| 30 Jun, 22 | 45 | 36.36% |
| 31 Mar, 22 | 33 | -19.51% |
| 31 Dec, 21 | 41 | -8.89% |
| 30 Sep, 21 | 45 | 2.27% |
| 30 Jun, 21 | 44 | 37.50% |
| 31 Mar, 21 | 32 | -23.81% |
| 31 Dec, 20 | 42 | -8.70% |
| 30 Sep, 20 | 46 | -17.86% |
| 30 Jun, 20 | 56 | 21.74% |
| 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 | 25.93% |
| 31 Dec, 17 | 27 | -15.63% |
| 30 Sep, 17 | 32 | -30.43% |
| 30 Jun, 17 | 46 | 4.55% |
| 31 Mar, 17 | 44 | 29.41% |
| 31 Dec, 16 | 34 | -20.93% |
| 30 Sep, 16 | 43 | - |
| 30 Jun, 16 | 43 | -6.52% |
| 31 Mar, 16 | 46 | 31.43% |
| 31 Dec, 15 | 35 | -7.89% |
| 30 Sep, 15 | 38 | 8.57% |
| 30 Jun, 15 | 35 | 6.06% |
| 31 Mar, 15 | 33 | 10.00% |
| 31 Dec, 14 | 30 | -31.82% |
| 30 Sep, 14 | 44 | -8.33% |
| 30 Jun, 14 | 48 | 23.08% |
| 31 Mar, 14 | 39 | -7.14% |
| 31 Dec, 13 | 42 | 35.48% |
| 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 | - |
| 31 Mar, 12 | 10 | 25.00% |
| 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 | -20.00% |
| 30 Jun, 10 | 15 | 25.00% |
| 31 Mar, 10 | 12 | 33.33% |
| 31 Dec, 09 | 9 | -30.77% |
| 30 Sep, 09 | 13 | 8.33% |
| 30 Jun, 09 | 12 | 140.00% |
| 31 Mar, 09 | 5 | -61.54% |
| 31 Dec, 08 | 13 | 62.50% |
| 30 Sep, 08 | 8 | 14.29% |
| 30 Jun, 08 | 7 | -12.50% |
| 31 Mar, 08 | 8 | 100.00% |
| 31 Dec, 07 | 4 | 33.33% |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
39 institutional shareholders have reduced their position in TFSL stock as of 31 Mar 24 compared to 44 in the previous quarter (a -11.36% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 154 | 4.76% | 27,284,025 | -0.65% | 9.82% | 10.05% | 75 | -6.25% | 39 | -11.36% |
| 31 Dec, 23 | 147 | 5.76% | 27,461,715 | 5.21% | 9.88% | 11.17% | 80 | 31.15% | 44 | -8.33% |
| 30 Sep, 23 | 139 | -1.42% | 26,102,784 | -1.34% | 9.41% | 10.34% | 61 | -21.79% | 48 | 11.63% |
| 30 Jun, 23 | 141 | -4.08% | 26,456,789 | 5.45% | 9.54% | 11.66% | 78 | 2.63% | 43 | -8.51% |
| 31 Mar, 23 | 147 | 0.68% | 25,089,043 | 0.93% | 9.05% | 11.26% | 76 | -14.61% | 47 | 27.03% |
| 31 Dec, 22 | 146 | 2.10% | 24,858,746 | 1.69% | 8.96% | 11.54% | 89 | 14.10% | 37 | -7.50% |
| 30 Sep, 22 | 143 | 1.42% | 24,446,590 | -2.09% | 8.81% | 10.88% | 78 | 16.42% | 40 | -11.11% |
| 30 Jun, 22 | 141 | - | 24,967,364 | -0.61% | 9.00% | 10.98% | 67 | -14.10% | 45 | 36.36% |
| 31 Mar, 22 | 141 | 3.68% | 25,119,724 | 1.50% | 9.05% | 11.36% | 78 | 16.42% | 33 | -19.51% |
| 31 Dec, 21 | 136 | 3.82% | 24,748,808 | -1.92% | 8.93% | 10.73% | 67 | 26.42% | 41 | -8.89% |
| 30 Sep, 21 | 131 | 4.80% | 25,233,260 | -5.22% | 9.12% | 9.86% | 53 | 15.22% | 45 | 2.27% |
| 30 Jun, 21 | 125 | 2.46% | 26,622,737 | -5.31% | 9.62% | 9.31% | 46 | -30.30% | 44 | 37.50% |
| 31 Mar, 21 | 122 | -4.69% | 28,115,736 | 1.86% | 10.16% | 10.18% | 66 | 6.45% | 32 | -23.81% |
| 31 Dec, 20 | 128 | 4.92% | 27,601,787 | -1.14% | 9.99% | 9.75% | 62 | 24.00% | 42 | -8.70% |
| 30 Sep, 20 | 122 | -1.61% | 27,920,727 | -5.94% | 10.12% | 8.75% | 50 | -7.41% | 46 | -17.86% |
| 30 Jun, 20 | 124 | -4.62% | 29,682,946 | -3.40% | 10.76% | 8.67% | 54 | -12.90% | 56 | 21.74% |
| 31 Mar, 20 | 130 | 0.78% | 30,728,380 | -2.71% | 11.14% | 8.48% | 62 | 1.64% | 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 | 9.48% | 31,758,873 | -2.42% | 11.53% | 8.25% | 63 | 36.96% | 37 | -7.50% |
| 30 Jun, 19 | 116 | -7.94% | 32,547,593 | -0.45% | 11.82% | 8.38% | 46 | -26.98% | 40 | 8.11% |
| 31 Mar, 19 | 126 | 10.53% | 32,695,621 | 0.74% | 11.87% | 8.55% | 63 | -1.56% | 37 | 23.33% |
| 31 Dec, 18 | 114 | 1.79% | 32,456,651 | 6.58% | 11.79% | 9.65% | 64 | 28.00% | 30 | -25.00% |
| 30 Sep, 18 | 112 | 0.90% | 30,453,596 | -0.62% | 11.05% | 8.93% | 50 | 19.05% | 40 | -13.04% |
| 30 Jun, 18 | 111 | -2.63% | 30,642,864 | -0.74% | 11.12% | 8.87% | 42 | -28.81% | 46 | 35.29% |
| 31 Mar, 18 | 114 | 0.88% | 30,870,162 | -0.57% | 11.20% | 8.84% | 59 | -7.81% | 34 | 25.93% |
| 31 Dec, 17 | 113 | 10.78% | 31,046,682 | 0.01% | 11.26% | 8.90% | 64 | 28.00% | 27 | -15.63% |
| 30 Sep, 17 | 102 | -5.56% | 31,042,415 | -3.39% | 11.24% | 8.36% | 50 | 13.64% | 32 | -30.43% |
| 30 Jun, 17 | 108 | -2.70% | 32,131,205 | -1.30% | 11.60% | 8.44% | 44 | 2.33% | 46 | 4.55% |
| 31 Mar, 17 | 111 | -5.13% | 32,554,011 | -2.27% | 11.72% | 8.16% | 43 | -29.51% | 44 | 29.41% |
| 31 Dec, 16 | 117 | 3.54% | 33,309,080 | -1.54% | 11.98% | 8.30% | 61 | 22.00% | 34 | -20.93% |
| 30 Sep, 16 | 113 | -4.24% | 33,829,554 | -1.39% | 12.01% | 8.05% | 50 | -3.85% | 43 | - |
| 30 Jun, 16 | 118 | 3.51% | 34,306,908 | -3.91% | 12.22% | 7.64% | 52 | 18.18% | 43 | -6.52% |
| 31 Mar, 16 | 114 | -3.39% | 35,704,378 | -6.55% | 12.65% | 6.98% | 44 | -27.87% | 46 | 31.43% |
| 31 Dec, 15 | 118 | 3.51% | 38,206,708 | -2.58% | 13.46% | 7.16% | 61 | 10.91% | 35 | -7.89% |
| 30 Sep, 15 | 114 | 9.62% | 39,217,706 | -9.44% | 13.71% | 6.09% | 55 | 10.00% | 38 | 8.57% |
| 30 Jun, 15 | 104 | 5.05% | 43,303,389 | 1.39% | 15.01% | 6.98% | 50 | 2.04% | 35 | 6.06% |
| 31 Mar, 15 | 99 | -13.91% | 42,708,650 | -1.38% | 14.66% | 6.75% | 49 | -18.33% | 33 | 10.00% |
| 31 Dec, 14 | 115 | 0.88% | 43,304,443 | -5.84% | 14.74% | 6.12% | 60 | 25.00% | 30 | -31.82% |
| 30 Sep, 14 | 114 | -3.39% | 45,988,366 | -4.02% | 15.52% | 6.03% | 48 | 9.09% | 44 | -8.33% |
| 30 Jun, 14 | 118 | 1.72% | 47,914,512 | -1.31% | 16.04% | 6.14% | 44 | -12.00% | 48 | 23.08% |
| 31 Mar, 14 | 116 | -5.69% | 48,549,647 | 1.36% | 16.17% | 6.37% | 50 | -5.66% | 39 | -7.14% |
| 31 Dec, 13 | 123 | -5.38% | 47,899,042 | -2.06% | 15.93% | 6.07% | 53 | -27.40% | 42 | 35.48% |
| 30 Sep, 13 | 130 | 16.07% | 48,905,719 | -2.89% | 16.20% | 5.82% | 73 | -3.95% | 31 | 34.78% |
| 30 Jun, 13 | 112 | 100.00% | 50,363,010 | 163.88% | 16.68% | 41.70% | 76 | 130.30% | 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 | 35.00% | 10 | - |
| 31 Mar, 12 | 44 | -8.33% | 20,329,075 | -0.60% | 6.75% | 14.62% | 20 | -35.48% | 10 | 25.00% |
| 31 Dec, 11 | 48 | 54.84% | 20,452,732 | 71.43% | 6.79% | 43.26% | 31 | 82.35% | 8 | -20.00% |
| 30 Sep, 11 | 31 | 14.81% | 11,930,774 | -45.87% | 3.96% | 7.36% | 17 | 30.77% | 10 | -9.09% |
| 30 Jun, 11 | 27 | -6.90% | 22,040,874 | 18.22% | 7.34% | 19.03% | 13 | -31.58% | 11 | 37.50% |
| 31 Mar, 11 | 29 | -17.14% | 18,643,930 | 20.34% | 6.21% | 23.31% | 19 | -17.39% | 8 | -20.00% |
| 31 Dec, 10 | 35 | -12.50% | 15,492,595 | -0.93% | 5.16% | 18.97% | 23 | -11.54% | 10 | -16.67% |
| 30 Sep, 10 | 40 | 5.26% | 15,638,267 | -4.09% | 5.22% | 17.64% | 26 | 36.84% | 12 | -20.00% |
| 30 Jun, 10 | 38 | -5.00% | 16,304,447 | 17.06% | 5.44% | 25.18% | 19 | -9.52% | 15 | 25.00% |
| 31 Mar, 10 | 40 | 8.11% | 13,927,763 | -16.86% | 4.65% | 14.87% | 21 | 5.00% | 12 | 33.33% |
| 31 Dec, 09 | 37 | -13.95% | 16,751,333 | -10.05% | 5.59% | 14.63% | 20 | 5.26% | 9 | -30.77% |
| 30 Sep, 09 | 43 | -6.52% | 18,623,331 | 31.19% | 6.18% | 27.66% | 19 | -36.67% | 13 | 8.33% |
| 30 Jun, 09 | 46 | 6.98% | 14,195,801 | -29.77% | 4.73% | 10.52% | 30 | -9.09% | 12 | 140.00% |
| 31 Mar, 09 | 43 | 10.26% | 20,213,397 | -7.69% | 6.70% | 12.87% | 33 | 50.00% | 5 | -61.54% |
| 31 Dec, 08 | 39 | - | 21,897,313 | -6.19% | 7.22% | 13.51% | 22 | -8.33% | 13 | 62.50% |
| 30 Sep, 08 | 39 | 21.88% | 23,341,780 | 75.87% | 7.31% | 42.62% | 24 | 14.29% | 8 | 14.29% |
| 30 Jun, 08 | 32 | - | 13,271,803 | -7.90% | 4.14% | 20.75% | 21 | 16.67% | 7 | -12.50% |
| 31 Mar, 08 | 32 | 23.08% | 14,409,714 | -10.13% | 4.47% | 18.06% | 18 | -5.26% | 8 | 100.00% |
| 31 Dec, 07 | 26 | 44.44% | 16,033,353 | 37.01% | 4.97% | 37.74% | 19 | 72.73% | 4 | 33.33% |
| 30 Sep, 07 | 18 | -5.26% | 11,702,201 | 35.49% | 3.63% | 40.26% | 11 | -42.11% | 3 | - |
| 30 Jun, 07 | 19 | 1800.00% | 8,637,066 | 2037.06% | 3.00% | 15796.23% | 19 | 1800.00% | - | - |
| 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 Zbanek Cathy W on May 14 2024, selling 10,000 shares at $13.04 per share (valued at $130.40K).
TFS Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | 4 | 25.00% |
| 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 4 total sell trades (buy/sell ratio of 0.25%) were made by TFS Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 3 | - |
| 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 3 open market sell trades of TFS Financial's stocks.
TFS Financial Peer Ownership
| Ticker | Company |
|---|---|
| BWFG | Bankwell Financial Group, Inc. |
| HTBK | Heritage Commerce Corp |
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| CPF | Central Pacific Financial Corp. |
| BRKL | Brookline Bancorp, Inc. |
| FHB | First Hawaiian, Inc. |
| WSBF | Waterstone Financial, Inc. |
| WSFS | WSFS Financial Corporation |
| TBNK | Territorial Bancorp Inc. |
| RMBI | Richmond Mutual Bancorporation, Inc. |
| WMPN | William Penn Bancorporation |
| PGC | Peapack-Gladstone Financial Corporation |
| CATC | Cambridge Bancorp |
| INDB | Independent Bank Corp. |
| PKBK | Parke Bancorp, Inc. |
| HONE | HarborOne Bancorp, Inc. |
| BOH | Bank of Hawaii Corporation |
| HFWA | Heritage Financial Corporation |
| FISI | Financial Institutions, Inc. |
| BHLB | Berkshire Hills Bancorp, Inc. |
| NBHC | National Bank Holdings Corporation |
TFSL Ownership FAQ
Who Owns TFS Financial?
TFS Financial is owned by institutional shareholders (9.82%), insiders (0.53%), and public (89.65%). The largest institutional shareholder of TFS Financial is VANGUARD GROUP INC (1.88% of total shares) and the top mutual fund owner is VIRTUS ALTERNATIVE SOLUTIONS TRUST (4.91% 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 5.66% of the company's share outstanding.
How many TFS Financial shareholders are there?
As of Mar 2024, there are 154 institutional shareholders of TFS Financial.
What percentage of TFS Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 5.22M shares of TFS Financial, representing 1.88% of the company's total shares outstanding, valued at $65.51M (as of Mar 2024).
What percentage of TFS Financial is owned by RENAISSANCE TECHNOLOGIES LLC?
As of Mar 2024, RENAISSANCE TECHNOLOGIES LLC holds 3.41M shares of TFS Financial (TFSL), compromising 1.23% of the company, valued at $42.8M.
What percentage of TFS Financial is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of TFS Financial. The company owns 3.1M of the company's shares outstanding (worth $38.92M).