Cramer Rosenthal Mcglynn LLC Trims Position in TFS Financial Corporation

Institutional investor reduces stake in Texas-based bank holding company

Published on Mar. 6, 2026

Cramer Rosenthal Mcglynn LLC, an investment management firm, decreased its position in TFS Financial Corporation (NASDAQ:TFSL) by 3.9% in the 3rd quarter of 2025, according to the company's latest 13F filing with the SEC. The firm now owns 1,168,210 shares of the bank's stock, valued at $15,391,000 as of the filing.

Why it matters

TFS Financial is a regional bank holding company based in Austin, Texas that provides commercial banking and specialty finance solutions to small and mid-sized businesses. The reduction in Cramer Rosenthal Mcglynn's stake could signal a shift in investor sentiment around the company's performance or growth prospects.

The details

According to the 13F filing, Cramer Rosenthal Mcglynn sold 47,817 shares of TFS Financial during the 3rd quarter, reducing its total position to 1,168,210 shares. The firm now owns 0.42% of the bank's outstanding stock. Several other institutional investors have also made changes to their TFS Financial holdings in recent quarters, with Dimensional Fund Advisors LP and Victory Capital Management Inc. among the other notable shareholders.

  • Cramer Rosenthal Mcglynn LLC reduced its TFS Financial position in the 3rd quarter of 2025.
  • The 13F filing disclosing the stake reduction was published on March 6, 2026.

The players

Cramer Rosenthal Mcglynn LLC

An investment management firm that has reduced its stake in TFS Financial Corporation.

TFS Financial Corporation

A bank holding company headquartered in Austin, Texas that provides commercial banking and specialty finance solutions to small and mid-sized businesses.

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The takeaway

The reduction in Cramer Rosenthal Mcglynn's TFS Financial position could signal a shift in investor sentiment around the regional bank's performance or growth prospects, though more information would be needed to determine the specific reasons behind the firm's decision to trim its stake.