Position in TFSL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,228,080
+$827,418 QoQ
Shares Held
238,605
-1.4% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#27
of 232 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFSL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $67,533,174 across 194 Banks - Regional names. TFSL ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
895,538 | $20,642,150 | |
| 2 | TFC |
Truist Financial Corp
|
148,625 | $7,404,497 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,966 | $6,885,788 | |
| 4 | FITB |
Fifth Third Bancorp
|
114,584 | $6,459,100 | |
| 5 | TFSL |
TFS Financial CORP
This page
|
238,605 | $4,228,080 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,052 | $3,777,411 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,058 | $2,201,475 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
105,002 | $1,533,029 |
All Filings in TFSL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,228,080 | 238,605 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,400,662 | 242,040 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,307,816 | 247,221 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,894,275 | 219,596 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,838,795 | 219,212 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,948,361 | 237,963 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,059,502 | 243,591 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,119,141 | 242,546 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,056,652 | 242,207 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,449,327 | 274,628 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,823,307 | 260,266 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,075,339 | 260,181 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,256,610 | 259,078 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,270,955 | 258,983 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,669,967 | 254,682 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,310,866 | 254,682 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,964,677 | 215,927 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,850,386 | 171,710 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,068,457 | 171,710 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,272,792 | 171,710 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,485,713 | 171,710 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,497,732 | 171,710 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,024,779 | 171,570 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,426,347 | 165,170 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,353,565 | 164,470 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,511,029 | 164,442 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||