13FPulse
中
TF

TFSL TFS FINANCIAL CORP

2026Q2 · CUSIP 87240R107 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
232
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 215 → now 232
How unusual is that
Top 20%
Stronger buying than 80% of US stocks
What the filings say, in one paragraph

232 funds held TFSL at the end of 2026Q2, up 17 from the quarter before. That is stronger buying than 80.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 48.5x, return on equity is 5.2%. TFSL has had 5 buying rushes in its history, and the price moved +2.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=124 2013Q4: holders=118 2014Q1: holders=110 2014Q2: holders=114 2014Q3: holders=112 2014Q4: holders=112 2015Q1: holders=95 2015Q2: holders=101 2015Q3: holders=112 2015Q4: holders=116 2016Q1: holders=114 2016Q2: holders=117 2016Q3: holders=110 2016Q4: holders=117 2017Q1: holders=111 2017Q2: holders=108 2017Q3: holders=101 2017Q4: holders=113 2018Q1: holders=115 2018Q2: holders=112 2018Q3: holders=114 2018Q4: holders=115 2019Q1: holders=127 2019Q2: holders=113 2019Q3: holders=124 2019Q4: holders=130 2020Q1: holders=129 2020Q2: holders=125 2020Q3: holders=128 2020Q4: holders=127 2021Q1: holders=119 2021Q2: holders=123 2021Q3: holders=126 2021Q4: holders=135 2022Q1: holders=142 2022Q2: holders=138 2022Q3: holders=146 2022Q4: holders=149 2023Q1: holders=146 2023Q2: holders=142 2023Q3: holders=139 2023Q4: holders=146 2024Q1: holders=152 2024Q2: holders=162 2024Q3: holders=166 2024Q4: holders=177 2025Q1: holders=186 2025Q2: holders=179 2025Q3: holders=185 2025Q4: holders=204 2026Q1: holders=215 2026Q2: holders=232 -19 -9.5 +0 +9.5 +19 85165244 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2022Q3 Top 20% +5.4% +5.7%
2019Q3 Top 20% +0.4% +14.0%
2015Q3 Top 20% -0.8% -9.0%
2013Q3 Top 20% -0.4% -1.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
104
Change in large funds
+3
Total value they hold
$680M
Funds buying for the first time
42
Funds that sold out entirely
25
Price change that quarter
+15.3%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
48.5
EPS (TTM)
$0.36
EPS YoY
+20.0%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
5.2%
Debt ratio
89.2%
FCF (TTM)
$86M
Dividend (TTM)
$1.13
Quarterly Revenue & EPS
2021-09-30: EPS 0.06 2021-12-31: EPS 0.06 2022-03-31: EPS 0.06 2022-06-30: EPS 0.06 2022-09-30: EPS 0.08 2022-12-31: EPS 0.08 2023-03-31: EPS 0.06 2023-06-30: EPS 0.06 2023-09-30: EPS 0.06 2023-12-31: EPS 0.07 2024-03-31: EPS 0.07 2024-06-30: EPS 0.07 2024-09-30: EPS 0.07 2024-12-31: EPS 0.08 2025-03-31: EPS 0.07 2025-06-30: EPS 0.08 2025-09-30: EPS 0.09 2025-12-31: EPS 0.08 2026-03-31: EPS 0.08 2026-06-30: EPS 0.11 0.00 0.06 0.12 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 42 28 40 51 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-59M19M97M 20162017201820192020202120222023202420252026
Latest quarter $13M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.