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Equibles

Creative Planning

Position in TFSL — TFS Financial CORP

CIK 1540235 OVERLAND PARK, KS
Back to TFSL Full portfolio

Position in TFSL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,843,535
+$536,956 QoQ
Shares Held
104,037
+11.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 235 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in TFSL Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. TFSL ranks #104 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 834,708 $50,416,362
2 PNC
Pnc Financial Services Group, Inc.
 139,365 $34,314,449
3 KB
KB Financial Group Inc.
 298,911 $31,373,698
4 CFG
Citizens Financial Group Inc/Ri
 434,304 $30,431,680
5 WF
Woori Financial Group Inc.
 519,254 $29,805,179
6 SHG
Shinhan Financial Group Co Ltd
 471,068 $29,795,050
7 FITB
Fifth Third Bancorp
 455,485 $25,675,688
8 TFC
Truist Financial Corp
 513,102 $25,562,741

All Filings in TFSL

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,843,535 104,037
2026-03-31 $1,306,579 92,995
2025-12-31 $1,351,018 100,973
2025-09-30 $1,303,053 98,866
2025-06-30 $972,233 75,076
2025-03-31 $427,231 34,482
2024-12-31 $628,263 50,021
2024-09-30 $563,498 43,818
2024-06-30 $485,464 38,468
2024-03-31 $405,825 32,311
2023-12-31 $412,333 28,069
2023-09-30 $256,056 21,663
2023-06-30 $293,082 23,316
2023-03-31 $155,614 12,321
2022-12-31 $145,569 10,102
2022-09-30 $161,486 12,422