TFSL — TFS FINL CORP
As of Q2 2026, 27 SEC-registered investment managers reported holding TFSL (TFS FINL CORP) in their latest 13F filings, with a combined reported value of $243.98M across 13.80M shares. That is -0.6% by share count (-85.75K shares) versus the previous quarter, while reported value moved +25.4%. Ownership is concentrated: the five largest holders account for 74.2% of reported value and the top ten for 90.7%.
Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TFSL is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 3.92M | $69.40M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 5.00M | $66.93M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 2.38M | $42.25M | 0.06% | Reduce |
| BNY Mellon history | Q2 2026 | 1.87M | $33.18M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 1.16M | $20.50M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 881.29K | $15.62M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 742.81K | $13.16M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 496.88K | $8.80M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 437.24K | $7.75M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 306.49K | $5.43M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 290.08K | $5.14M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 235.01K | $4.16M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 186.76K | $3.31M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 153.46K | $2.72M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 132.61K | $2.35M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 111.04K | $1.97M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 109.35K | $1.94M | 0.00% | Reduce |
| Millennium Management history | Q1 2026 | 125.59K | $1.76M | 0.00% | Add |
| Bridgewater Associates history | Q4 2022 | 122.20K | $1.76M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 84.29K | $1.48M | 0.00% | Add |
New Positions (Q2 2026)
- Marshall Wace 132.61K sh · $2.35M
- Arrowstreet Capital 50.14K sh · $888.52K
- JPMorgan Chase & Co 17.91K sh · $356.94K
Fully Exited (vs previous quarter)
- Millennium Management sold 125.59K sh · $1.76M
- Balyasny Asset Management sold 65.05K sh · $913.97K
- Janus Henderson Group sold 24.83K sh · $348.99K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.17M | 3.26M | 3.12M | 3.56M | 3.53M | 4.03M | 3.75M | 3.92M |
| Renaissance Technologies | 5.13M | 4.96M | 4.82M | 4.93M | 4.40M | 4.16M | 4.10M | 3.91M | 3.80M | 3.57M | 3.41M | 3.29M | 3.17M | 3.09M | 3.16M | 2.99M | 3.15M | 2.66M | 2.55M | 2.38M |
| BNY Mellon | 1.34M | 1.28M | 1.32M | 1.36M | 1.38M | 1.25M | 1.28M | 1.23M | 1.25M | 1.66M | 1.66M | 1.66M | 1.71M | 1.53M | 1.49M | 1.54M | 1.52M | 1.87M | 1.87M | 1.87M |
| Geode Capital Management | 838.77K | 861.01K | 892.31K | 894.31K | 887.76K | 955.19K | 1.03M | 969.51K | 991.64K | 1.02M | 1.04M | 1.06M | 1.08M | 1.10M | 1.13M | 1.15M | 1.14M | 1.14M | 1.17M | 1.16M |
| Bank of America Corp | 101.91K | 110.85K | 70.69K | 64.06K | 54.32K | 55.68K | 130.31K | 94.10K | 148.66K | 182.01K | 287.52K | 292.40K | 358.81K | 501.10K | 657.07K | 651.98K | 834.79K | 793.82K | 1.01M | 881.29K |
| Morgan Stanley | 88.25K | 92.75K | 91.92K | 456.93K | 420.69K | 445.50K | 573.46K | 477.36K | 516.18K | 401.91K | 435.67K | 409.18K | 420.44K | 366.55K | 308.80K | 450.90K | 575.82K | 710.50K | 796.57K | 742.81K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | 24.25K | 11.17K | — | 21.66K | 65.37K | 254.65K | 258.67K | 322.38K | 496.88K |
| UBS Group AG | 48.31K | 68.88K | 3.17K | 4.51K | 1.42K | 4.49K | 40.22K | 36.85K | 66.49K | 1.30K | 37.13K | 52.76K | 46.94K | 138.88K | 171.67K | 263.01K | 389.79K | 499.89K | 685.77K | 437.24K |
| Charles Schwab Investment Management | 364.59K | 369.38K | 380.71K | 376.56K | 367.65K | 378.65K | 374.11K | 376.72K | 409.22K | 427.60K | 436.58K | 438.04K | 316.74K | 320.01K | 309.38K | 311.23K | 307.71K | 307.46K | 310.39K | 306.49K |
| Northern Trust Corp | 367.69K | 347.24K | 381.43K | 276.21K | 252.71K | 267.17K | 265.95K | 283.72K | 350.87K | 386.55K | 275.87K | 294.72K | 284.39K | 284.49K | 295.40K | 262.78K | 249.06K | 237.04K | 248.37K | 290.08K |
| Citadel Advisors | 121.64K | 218.25K | 173.67K | 351.54K | 402.83K | 518.28K | 799.25K | 896.11K | 618.00K | 723.32K | 690.58K | 663.17K | 397.88K | 434.11K | 570.96K | 678.68K | 653.37K | 513.24K | 313.77K | 235.01K |
| Norges Bank Investment Management | — | — | — | — | — | 269.13K | — | — | — | 192.26K | — | 148.26K | — | 373.33K | — | 403.10K | — | 392.26K | — | 186.76K |
| Goldman Sachs Group | 391.83K | 332.48K | 392.15K | 350.05K | 140.79K | 80.47K | 71.82K | 180.97K | 169.89K | 95.58K | 93.69K | 84.57K | 66.05K | 55.92K | 91.92K | 77.10K | 53.28K | 93.28K | 144.31K | 153.46K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 28.24K | — | — | — | — | 132.61K |
| D. E. Shaw & Co | 14.45K | 44.01K | 29.00K | — | — | 24.95K | — | — | — | — | — | 20.37K | — | 18.32K | 85.86K | 23.05K | 24.15K | — | 83.83K | 111.04K |
| Invesco Ltd | 90.45K | 89.00K | 100.84K | 111.54K | 105.16K | 103.55K | 107.60K | 108.57K | 107.86K | 103.45K | 115.07K | 115.75K | 115.67K | 118.66K | 115.84K | 109.57K | 117.36K | 116.27K | 118.66K | 109.35K |
| AQR Capital Management | 38.75K | 38.92K | 38.90K | 38.48K | 38.62K | 38.48K | 37.66K | 31.05K | 30.93K | 17.38K | — | — | — | 14.56K | 17.35K | 18.20K | 24.60K | 44.96K | 52.94K | 84.29K |
| Citigroup Inc | 20.53K | 21.03K | 14.73K | 11.55K | 3.31K | 2.80K | 2.56K | 12.20K | 7.46K | 56.89K | 88.93K | 68.02K | 63.37K | 70.38K | 65.86K | 73.70K | 81.16K | 104.56K | 112.61K | 76.77K |
| Legal & General Investment Management America | 38.29K | 38.29K | 38.29K | 48.88K | 44.20K | 44.81K | 47.93K | 52.98K | 52.98K | 52.67K | 52.67K | 62.70K | 63.25K | 61.30K | 59.57K | 60.36K | 60.29K | 61.00K | 53.32K | 55.34K |
| Arrowstreet Capital | — | 26.47K | — | 107.21K | 112.36K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 50.14K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details