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TFS Financial CORP hedge fund holdings

TFSLNASDAQ
$16.77-0.05 (-0.30%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

TFSL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+22.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257055$44.7M$21.6M164Aug 14, 2025
Q3 20256949$29.2M$12.3M179Nov 14, 2025
Q4 20258443$66.1M$16.5M195Feb 14, 2026
Q1 20269053$53.3M$17.2M209May 15, 2026
Q2 20269057$39.5M$45.5M224Aug 14, 2026

Quarterly action breakdown

Q2 2026
224 filers
New position
30
$9.4M+531K sh
Increased
60
$30.1M+1.7M sh
Reduced
46
-$43.5M-2.46M sh
Out / sold
11
-$1.97M-111K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Lakewood Capital Management, LPReduce 26.98%-$13.6M$36.7M1.89%Aug 14, 2026
Gator Capital Management, LLCReduce 19.16%-$2.33M$9.85M2.07%Aug 13, 2026
Numerai GP LLCNew Buy+$1.6M$1.6M0.13%Aug 14, 2026
Quantinno Capital Management LPAdded 19.49%+$1.4M$8.58M0.01%Aug 13, 2026
Beverly Hills Private Wealth, LLCAdded 14.49%+$839K$6.63M1.26%Aug 7, 2026
Ethic Inc.New Buy+$789K$789K0.01%Jul 29, 2026
Axq Capital, LPReduce 60.65%-$787K$511K0.06%Aug 6, 2026
Vestmark Advisory Solutions, Inc.Added 27.24%+$648K$3.03M0.03%Aug 14, 2026
Jain Global LLCNew Buy+$568K$568K0.00%Aug 14, 2026
Frec Markets, Inc.Added 156.27%+$487K$799K0.07%Aug 13, 2026
Kovack Advisors, Inc.New Buy+$437K$437K0.02%Jul 29, 2026
CenterBook Partners LPReduce 64.31%-$377K$209K0.01%Aug 11, 2026
Lighthouse Investment Partners, LLCNew Buy+$332K$332K0.01%Aug 14, 2026
Freestone Grove Partners LPSell 100%-$300K$00.00%Aug 14, 2026
Aster Capital Management (DIFC) LtdNew Buy+$298K$298K0.06%Aug 14, 2026
Campbell & CO Investment Adviser LLCAdded 69.37%+$284K$694K0.04%Aug 3, 2026
Kestra Investment Management, LLCReduce 7.77%-$281K$3.33M0.06%Aug 5, 2026
United Capital Financial Advisors, LLCSell 100%-$273K$00.00%Aug 17, 2026
Cramer Rosenthal Mcglynn LLCReduce 1.25%-$261K$20.6M1.04%Aug 13, 2026
Cherry Creek Investment Advisors, Inc.New Buy+$257K$257K0.10%Jul 30, 2026
Voloridge Investment Management, LLCReduce 18.02%-$245K$1.11M0.00%Aug 14, 2026
Sequoia Financial Advisors, LLCReduce 29.85%-$240K$565K0.00%Jul 17, 2026
Rafferty Asset Management, LLCReduce 16.82%-$232K$1.15M0.00%Aug 14, 2026
Summit Trail Advisors, LLCReduce 19.43%-$224K$929K0.01%Aug 11, 2026
Machina Capital S.A.S.New Buy+$210K$210K0.03%Aug 10, 2026
Stratos Wealth Partners, LTD.Reduce 38.04%-$199K$324K0.00%Aug 11, 2026
Inceptionr LLCNew Buy+$192K$192K0.05%Aug 11, 2026
Eventide Asset Management, LLCNew Buy+$191K$191K0.00%Aug 14, 2026
Hilltop Holdings Inc.Reduce 44.92%-$188K$230K0.02%Aug 13, 2026
Anchyra Partners LLCNew Buy+$183K$183K0.04%Jul 23, 2026
HUB Investment Partners, LLCNew Buy+$179K$179K0.00%Jul 31, 2026
Worldquant Millennium Advisors LLCAdded 87.92%+$158K$338K0.00%Aug 14, 2026
Pictet Asset Management Holding SASell 100%-$154K$00.00%Jul 30, 2026
Archer Investment CorpAdded 100.00%+$119K$238K0.02%Aug 19, 2026
Caprock Group, LLCAdded 32.83%+$117K$475K0.01%Jul 27, 2026
Avise Financial Cooperative, Inc.Added 9.65%+$48.5K$551K0.39%Aug 6, 2026
Maridea Wealth Management LLCAdded 7.00%+$48K$734K0.08%Aug 6, 2026
Neo Ivy Capital ManagementAdded 363.15%+$43.3K$55.2K0.01%Aug 14, 2026
Keybank National AssociationAdded 13.21%+$41.9K$359K0.00%Jul 28, 2026
Toth Financial Advisory CorpNew Buy+$35.4K$35.4K0.00%Jul 14, 2026
Inspire Investing, LLCAdded 4.93%+$31.9K$680K0.03%Aug 12, 2026
CANADA LIFE ASSURANCE CoReduce 5.81%-$31.5K$511K0.00%Aug 13, 2026
Alpine Bank Wealth ManagementNew Buy+$30.2K$30.2K0.00%Aug 7, 2026
Hennion & Walsh Asset Management, Inc.Added 10.90%+$29.6K$301K0.01%Jul 8, 2026
Perigon Wealth Management, LLCAdded 12.05%+$29.3K$272K0.00%Aug 7, 2026
Itau Unibanco Holding S.A.Sell 100%-$29.1K$00.00%Aug 14, 2026
Vise Technologies, Inc.Reduce 9.74%-$19.4K$180K0.00%Aug 11, 2026
Rossby Financial, LCCAdded 100.00%+$8.86K$17.7K0.00%Aug 4, 2026
Commonwealth Financial Services, LLCReduce 4.43%-$8.56K$185K0.02%Jul 15, 2026
Elevation Wealth Partners, LLCNew Buy+$8.29K$8.29K0.00%Jul 8, 2026
Lineweaver Wealth Advisors, LLCAdded 4.29%+$7.89K$191K0.02%Jul 9, 2026
Vision Capital Management, Inc.Added 0.55%+$7.76K$1.43M0.16%Aug 10, 2026
Oppenheimer Asset Management Inc.Reduce 2.18%-$5.46K$244K0.00%Aug 3, 2026
Aberdeen Wealth Management LLCNew Buy+$5.32K$5.32K0.00%Aug 13, 2026
Dagco, Inc.Sell 100%-$4.22K$00.00%Jul 10, 2026
Signature Estate & Investment Advisors LLCAdded 0.47%+$4.09K$878K0.02%Jul 14, 2026
Treasurer of the State of North CarolinaReduce 0.71%-$2.84K$395K0.00%Aug 14, 2026
Huntington National BankReduce 12.66%-$2.75K$18.9K0.00%Aug 13, 2026
Assetmark, IncAdded 400.00%+$1.91K$2.39K0.00%Jul 30, 2026
Fiduciary Financial AdvisorsNew Buy+$1.86K$1.86K0.00%Aug 14, 2026
Quent Capital, LLCAdded 5.38%+$1.7K$33.3K0.00%Aug 7, 2026
Meeder Advisory Services, Inc.Reduce 0.25%-$1.67K$653K0.02%Aug 7, 2026
Sage Investment Counsel LLCAdded 0.07%+$1.36K$2.07M2.08%Jul 22, 2026
Creative Capital Management Investments LLCNew Buy+$1.15K$1.15K0.00%Jul 24, 2026
JFS Wealth Advisors, LLCAdded 54.22%+$798$2.27K0.00%Jul 10, 2026
Prasad Wealth Partners, LLCAdded 0.37%+$780$210K0.05%Jul 29, 2026
Sachetta, LLCNew Buy+$727$7270.00%Jul 15, 2026
First Trust Advisors LPReduce 0.04%-$673$1.77M0.00%Aug 11, 2026
Rialto Wealth Management, LLCAdded 150.00%+$319$5320.00%Aug 11, 2026
SHP Wealth ManagementNew Buy+$319$3190.00%Aug 11, 2026
Spire Wealth ManagementAdded 1.76%+$283$16.4K0.00%Jul 15, 2026
HFM Investment Advisors, LLCAdded 118.18%+$231$4260.00%Aug 4, 2026
LRI Investments, LLCNew Buy+$159$1590.00%Jul 14, 2026
DecisionPoint Financial, LLCNew Buy+$108$1080.00%Aug 5, 2026
Fourth Dimension Wealth, LLCAdded 0.64%+$89$14K0.00%Jul 31, 2026
Vermillion Wealth Management, Inc.Sell 100%-$84$00.00%Jul 16, 2026
Bay Harbor Wealth Management, LLCAdded 21.05%+$71$4080.00%Jul 28, 2026
Curio Wealth, LLCSell 100%-$42$00.00%Aug 7, 2026
Maryland Capital Advisors Inc.New Buy+$36$360.00%Jul 17, 2026
MV Capital Management, Inc.Reduce 4.76%-$18$3550.00%Jul 30, 2026
Keating Financial Advisory Services, Inc.Added 1.23%+$18$1.45K0.00%Aug 11, 2026

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