TFS Financial CORP (TFSL) — Institutional Holders, Q2 2026 (page 3)
237 institutional investment managers reported a TFSL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $680.7M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 237. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TFSL 13F holders ranked 201–237 of 237
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Triumph Capital Management#201 · 200 sh | 200 | $3.5K | — | 0.0% |
| 202 | James T. Borello RIA#202 · 139 sh | 139 | $2.5K | — | 0.0% |
| 203 | ASSETMARK#203 · 135 sh | 135 | $2.4K | — | +400.0% |
| 204 | Fortitude Family Office#204 · 129 sh | 129 | $2.3K | — | +21.7% |
| 205 | JFS WEALTH ADVISORS#205 · 128 sh | 128 | $2.3K | <0.01% | +54.2% |
| 206 | Investors Portfolio Services#206 · 111 sh | 111 | $2.0K | <0.01% | 0.0% |
| 207 | ROTHSCHILD INVESTMENT#207 · 105 sh | 105 | $1.9K | <0.01% | +288.9% |
| 208 | ACTION POINT FINANCIAL PLANNING#208 · 105 sh | 105 | $1.9K | <0.01% | New |
| 209 | IFP Advisors#209 · 88 sh | 88 | $1.6K | — | -2.2% |
| 210 | Keating Financial Advisory Services#210 · 82 sh | 82 | $1.5K | <0.01% | +1.2% |
| 211 | RAFFA WEALTH MANAGEMENT#211 · 65 sh | 65 | $1.2K | <0.01% | 0.0% |
| 212 | Creative Capital Management Investments#212 · 65 sh | 65 | $1.2K | <0.01% | New |
| 213 | Integrated Wealth Concepts#213 · 61 sh | 61 | $1.1K | 0.00% | New |
| 214 | HANTZ FINANCIAL SERVICES#214 · 37 sh | 37 | $1.0K | 0.00% | 0.0% |
| 215 | Avion Wealth#215 · 81 sh | 81 | $1.0K | <0.01% | 0.0% |
| 216 | Sachetta#216 · 41 sh | 41 | $727.00 | <0.01% | New |
| 217 | Optiver Holding B.V.#217 · 40 sh | 40 | $709.00 | 0.00% | New |
| 218 | BARTLETT & WEALTH MANAGEMENT#218 · 40 sh | 40 | $709.00 | 0.00% | 0.0% |
| 219 | Cornerstone Planning Group#219 · 37 sh | 37 | $677.00 | — | 0.0% |
| 220 | Physician Wealth Advisors#220 · 38 sh | 38 | $674.00 | — | 0.0% |
| 221 | Rialto Wealth Management#221 · 30 sh | 30 | $532.00 | <0.01% | +150.0% |
| 222 | SouthState Bank#222 · 30 sh | 30 | $532.00 | 0.00% | 0.0% |
| 223 | WPG Advisers#223 · 25 sh | 25 | $443.00 | <0.01% | 0.0% |
| 224 | HFM Investment Advisors#224 · 24 sh | 24 | $426.00 | <0.01% | +118.2% |
| 225 | Bay Harbor Wealth Management#225 · 23 sh | 23 | $408.00 | <0.01% | +21.1% |
| 226 | DiNuzzo Private Wealth#226 · 22 sh | 22 | $390.00 | — | 0.0% |
| 227 | MV CAPITAL MANAGEMENT#227 · 20 sh | 20 | $355.00 | 0.00% | -4.8% |
| 228 | SHP Wealth Management#228 · 18 sh | 18 | $319.00 | 0.00% | New |
| 229 | Essential Partners#229 · 12 sh | 12 | $213.00 | — | 0.0% |
| 230 | Transamerica Financial Advisors#230 · 12 sh | 12 | $212.00 | 0.00% | New |
| 231 | LRI Investments#231 · 9 sh | 9 | $159.00 | 0.00% | New |
| 232 | DecisionPoint Financial#232 · 6 sh | 6 | $108.00 | 0.00% | New |
| 233 | Activest Wealth Management#233 · 5 sh | 5 | $89.00 | — | New |
| 234 | MARYLAND CAPITAL ADVISORS#234 · 2 sh | 2 | $36.00 | — | — |
| 235 | Dunhill Financial#235 · 1 sh | 1 | $20.00 | 0.00% | 0.0% |
| 236 | Navigoe#236 · 10 sh | 10 | $0.00 | 0.00% | New |
| 237 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#237 · 52,847 sh | 52,847 | — | — | -3.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.