TFSL TFS Financial CORP
Executive Summary
TFSL saw modest net institutional buying of $8.5M in Q3 2025, driven by four buyers (mostly mega-passive funds) while one active asset manager trimmed. The cluster is small relative to TFSL's $4.7B market cap and dominated by passive rebalancing, offering no strong directional signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.5M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| UBS | ADD | +48.2% | $5.1M | $1.7M |
| Two Sigma | DOUBLED | +289.6% | $3.4M | $2.5M |
| Morgan Stanley | ADD | +27.7% | $7.6M | $1.7M |
| BofA | ADD | +28% | $11.0M | $2.6M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Ubs Am, A Distinct Business Un | TRIM | -32.5% | $3.0M | -$954.2K |
Actionable Insight
The cluster is too small and passive-dominated to signal a categorical shift. Monitor for larger active manager moves or insider activity for a clearer read.
Key Facts
- 4 buyers accumulated $8.5M net, 1 seller trimmed $954K
- Buyers: UBS, Two Sigma, Morgan Stanley, BofA (all ADD/DOUBLED)
- Seller: UBS AM (TRIM -32.5%)
- Aggregate buyer holdings: $27.1M; net change +$8.5M
Financial Impact
Net institutional buying of $8.5M represents about 0.18% of TFSL's $4.7B market cap, a small flow unlikely to move the stock.
Risk Factors
- 13F reporting lag (45 days): positions may already be unwound
- Passive-dominated cluster may reflect index rebalancing, not conviction
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TFSL-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $16.76 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 4, 2026
9d ago
|
Insider Cluster
| $15.87 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 4, 2026
9d ago
|
Insider Cluster
| $16.33 $16.42 | ▲ +0.55% | ▲ +3.15% | — |
|
Jun 1, 2026
11d ago
|
Insider Cluster
| $15.66 $16.05 | ▲ +2.49% | ▲ +2.35% | — |
|
May 20, 2026
23d ago
|
Insider Cluster
| $15.73 $15.86 | ▲ +0.83% | ▲ +0.63% | — |
|
May 15, 2026
28d ago
|
Insider Cluster
| $15.31 $15.41 | ▲ +0.65% | ▲ +0.72% | — |
|
May 6, 2026
5w ago
|
Insider Cluster
| $15.10 $15.05 | ▼ −0.33% | ▲ +0.00% | — |
|
May 6, 2026
5w ago
|
Insider Cluster
| $15.10 $15.05 | ▼ −0.33% | ▲ +0.00% | — |
|
Apr 30, 2026
6w ago
|
8-K
| $15.03 $14.92 | ▼ −0.73% | ▼ −0.39% | — |
US Market Status
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