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Compiled from SEC Form N-PX filings and TFS Financial Corporation’s Form 8-K, filed 2026-02-26 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore TFS Financial Corporation in the interactive database Compare manager voting policies
These tallies are TFS Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-02-26 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: William C Mulligan | 256,021,265 | 9,794,786 | 340,322 | -- | 8,339,933 | Majority: yes |
| Elect Director: Terrence R Ozan | 264,671,263 | 1,136,842 | 348,268 | -- | 8,339,933 | Majority: yes |
| Elect Director: Marc A Stefanski | 263,517,621 | 2,428,228 | 210,524 | -- | 8,339,933 | Majority: yes |
| Elect Director: Daniel F Weir | 261,624,593 | 4,184,973 | 346,807 | -- | 8,339,933 | Majority: yes |
| The stockholders conducted an advisory vote on the compensation of our named executive officers, and voted as follows: | 246,358,243 | 19,330,400 | 467,730 | -- | 8,339,933 | Majority: yes |
| The stockholders ratified the selection of Deloitte & Touche LLP as the Company's independent accountant for the Company's fiscal year ending September 30, 2026, and voted as follows: | 273,474,526 | 787,973 | 233,807 | -- | -- | Majority: yes |
Source: TFS Financial Corporation, Form 8-K, filed with the SEC on 2026-02-26 — read the filing on EDGAR.
Each item below shows how the 206 asset managers that disclosed a TFS Financial Corporation vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
TFS Financial Corporation’s own tally for this item (“The stockholders conducted an advisory vote on the compensation of our named executive officers, and voted as follows:”): 246,358,243 for, 19,330,400 against, per its Form 8-K filed 2026-02-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 280,570,799 outstanding shares: 88% for, 7% against (95% of the company cast a for/against vote).
The 203 asset managers below cast 23% of the shares they voted on this item FOR (5,112,564 for, 16,971,218 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,749 | 4,994,596 | 1 | 0 | Against |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 2,750,382 | 0 | 0 | 0 | For |
| BlackRock | 519,014 | 1,851,626 | 0 | 0 | Against |
| Global X | 0 | 1,842,139 | 0 | 0 | Against |
| WisdomTree | 0 | 1,661,332 | 0 | 0 | Against |
| Renaissance | 0 | 1,484,671 | 0 | 0 | Against |
| Dimensional | 0 | 836,404 | 0 | 0 | Against |
| CRAMER ROSENTHAL MCGLYNN LLC | 635,563 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 614,189 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 583,622 | 0 | 0 | Against |
| Fidelity | 7,019 | 466,679 | 0 | 0 | Against |
| CRM Mutual Fund Trust | 413,318 | 0 | 0 | 0 | For |
| Clearstead Advisors, LLC | 0 | 402,473 | 0 | 0 | Against |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 256,529 | 0 | 0 | Against |
| Pathstone Holdings, LLC | 227,130 | 53 | 0 | 0 | For |
| Nuveen | 163,197 | 0 | 0 | 0 | For |
| TIAA | 148,846 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 141,355 | 0 | 0 | Against |
| Two Sigma | 0 | 131,860 | 0 | 0 | Against |
| AllianceBernstein | 0 | 118,742 | 0 | 0 | Against |
| First Trust | 0 | 110,442 | 0 | 0 | Against |
| UBS | 0 | 107,691 | 0 | 0 | Against |
| KEYBANK NATIONAL ASSOCIATION/OH | 0 | 102,363 | 0 | 0 | Against |
| Vision Capital Management, Inc. | 0 | 95,196 | 0 | 0 | Against |
| Freestone Capital Holdings, LLC | 0 | 92,247 | 0 | 0 | Against |
Showing the 25 largest of 203 asset managers. See all 203 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
TFS Financial Corporation’s own tally for this item (“Elect Director: Daniel F Weir”): 261,624,593 for, 4,184,973 against, per its Form 8-K filed 2026-02-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 280,570,799 outstanding shares: 93% for, 1% against (95% of the company cast a for/against vote).
The 51 asset managers below cast 76% of the shares they voted on this item FOR (8,934,481 for, 2,834,442 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,576,249 | 4 | 0 | 0 | For |
| Global X | 1,842,139 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 1,661,332 | 0 | 0 | Against |
| BlackRock | 1,243,703 | 0 | 0 | 0 | For |
| Dimensional | 0 | 534,356 | 0 | 0 | Against |
| Fidelity | 466,679 | 0 | 0 | 0 | For |
| CRM Mutual Fund Trust | 413,318 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 306,940 | 0 | 0 | Against |
| TIAA | 0 | 148,846 | 0 | 0 | Against |
| First Trust | 110,396 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 61,103 | 0 | 0 | 0 | For |
| Jackson National | 0 | 56,817 | 0 | 0 | Against |
| Direxion Shares ETF Trust | 38,531 | 0 | 0 | 0 | For |
| AllianceBernstein | 0 | 37,930 | 0 | 0 | Against |
| Northern Lights Fund Trust IV | 35,321 | 0 | 0 | 0 | For |
| Equitable | 3,776 | 31,382 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 26,422 | 0 | 0 | 0 | For |
| Prudential/PGIM | 1,354 | 19,160 | 0 | 0 | Against |
| American Century | 19,962 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 17,325 | 0 | 0 | Against |
| Gabelli | 16,000 | 0 | 0 | 0 | For |
| John Hancock | 4,743 | 6,555 | 0 | 0 | Against |
| SEI | 10,160 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 8,689 | 0 | 0 | 0 | For |
| Invesco | 7,747 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
TFS Financial Corporation’s own tally for this item (“Elect Director: Marc A Stefanski”): 263,517,621 for, 2,428,228 against, per its Form 8-K filed 2026-02-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 280,570,799 outstanding shares: 94% for, 0.9% against (95% of the company cast a for/against vote).
The 51 asset managers below cast 86% of the shares they voted on this item FOR (10,083,898 for, 1,685,026 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,576,251 | 3 | 0 | 0 | For |
| Global X | 1,842,139 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 1,661,332 | 0 | 0 | Against |
| BlackRock | 1,243,703 | 0 | 0 | 0 | For |
| Dimensional | 534,356 | 0 | 0 | 0 | For |
| Fidelity | 466,679 | 0 | 0 | 0 | For |
| CRM Mutual Fund Trust | 413,318 | 0 | 0 | 0 | For |
| Charles Schwab | 306,940 | 0 | 0 | 0 | For |
| TIAA | 148,846 | 0 | 0 | 0 | For |
| First Trust | 110,396 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 61,103 | 0 | 0 | 0 | For |
| Jackson National | 38,483 | 18,334 | 0 | 0 | For |
| Direxion Shares ETF Trust | 38,531 | 0 | 0 | 0 | For |
| AllianceBernstein | 37,930 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 35,321 | 0 | 0 | 0 | For |
| Equitable | 35,158 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 26,422 | 0 | 0 | 0 | For |
| Prudential/PGIM | 20,514 | 0 | 0 | 0 | For |
| American Century | 19,962 | 0 | 0 | 0 | For |
| Lincoln Financial | 17,325 | 0 | 0 | 0 | For |
| Gabelli | 16,000 | 0 | 0 | 0 | For |
| John Hancock | 11,298 | 0 | 0 | 0 | For |
| SEI | 10,160 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 8,689 | 0 | 0 | 0 | For |
| Invesco | 7,747 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
TFS Financial Corporation’s own tally for this item (“Elect Director: Terrence R Ozan”): 264,671,263 for, 1,136,842 against, per its Form 8-K filed 2026-02-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 280,570,799 outstanding shares: 94% for, 0.5% against (95% of the company cast a for/against vote).
The 51 asset managers below cast 98% of the shares they voted on this item FOR (11,488,870 for, 280,054 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,576,253 | 1 | 0 | 0 | For |
| Global X | 1,842,139 | 0 | 0 | 0 | For |
| WisdomTree | 1,661,332 | 0 | 0 | 0 | For |
| BlackRock | 1,243,703 | 0 | 0 | 0 | For |
| Dimensional | 534,356 | 0 | 0 | 0 | For |
| Fidelity | 466,679 | 0 | 0 | 0 | For |
| CRM Mutual Fund Trust | 413,318 | 0 | 0 | 0 | For |
| Charles Schwab | 306,940 | 0 | 0 | 0 | For |
| TIAA | 0 | 148,846 | 0 | 0 | Against |
| First Trust | 110,396 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,114 | 57,989 | 0 | 0 | Against |
| Jackson National | 56,817 | 0 | 0 | 0 | For |
| Direxion Shares ETF Trust | 38,531 | 0 | 0 | 0 | For |
| AllianceBernstein | 0 | 37,930 | 0 | 0 | Against |
| Northern Lights Fund Trust IV | 35,321 | 0 | 0 | 0 | For |
| Equitable | 3,776 | 31,382 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 26,422 | 0 | 0 | 0 | For |
| Prudential/PGIM | 20,514 | 0 | 0 | 0 | For |
| American Century | 19,962 | 0 | 0 | 0 | For |
| Lincoln Financial | 17,325 | 0 | 0 | 0 | For |
| Gabelli | 16,000 | 0 | 0 | 0 | For |
| John Hancock | 11,298 | 0 | 0 | 0 | For |
| SEI | 10,160 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 8,689 | 0 | 0 | 0 | For |
| Invesco | 7,747 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
TFS Financial Corporation’s own tally for this item (“Elect Director: William C Mulligan”): 256,021,265 for, 9,794,786 against, per its Form 8-K filed 2026-02-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 280,570,799 outstanding shares: 91% for, 3% against (95% of the company cast a for/against vote).
The 51 asset managers below cast 48.6% of the shares they voted on this item FOR (5,714,791 for, 6,054,134 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,575,122 | 1,133 | 0 | 0 | For |
| Global X | 0 | 1,842,139 | 0 | 0 | Against |
| WisdomTree | 0 | 1,661,332 | 0 | 0 | Against |
| BlackRock | 0 | 1,243,703 | 0 | 0 | Against |
| Dimensional | 0 | 534,356 | 0 | 0 | Against |
| Fidelity | 454,803 | 11,876 | 0 | 0 | For |
| CRM Mutual Fund Trust | 413,318 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 306,940 | 0 | 0 | Against |
| TIAA | 0 | 148,846 | 0 | 0 | Against |
| First Trust | 110,396 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 0 | 61,103 | 0 | 0 | Against |
| Jackson National | 0 | 56,817 | 0 | 0 | Against |
| Direxion Shares ETF Trust | 38,531 | 0 | 0 | 0 | For |
| AllianceBernstein | 0 | 37,930 | 0 | 0 | Against |
| Northern Lights Fund Trust IV | 35,321 | 0 | 0 | 0 | For |
| Equitable | 0 | 35,158 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 0 | 26,422 | 0 | 0 | Against |
| Prudential/PGIM | 1,354 | 19,160 | 0 | 0 | Against |
| American Century | 19,962 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 17,325 | 0 | 0 | Against |
| Gabelli | 16,000 | 0 | 0 | 0 | For |
| John Hancock | 4,743 | 6,555 | 0 | 0 | Against |
| SEI | 0 | 10,160 | 0 | 0 | Against |
| NORTHERN LIGHTS FUND TRUST II | 8,689 | 0 | 0 | 0 | For |
| Invesco | 7,747 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
TFS Financial Corporation’s own tally for this item (“The stockholders ratified the selection of Deloitte & Touche LLP as the Company's independent accountant for the Company's fiscal year ending September 30, 2026, and voted as follows:”): 273,474,526 for, 787,973 against, per its Form 8-K filed 2026-02-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 280,570,799 outstanding shares: 97% for, 0.3% against (98% of the company cast a for/against vote).
The 51 asset managers below cast 99.9% of the shares they voted on this item FOR (11,763,377 for, 5,548 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,575,132 | 1,123 | 0 | 0 | For |
| Global X | 1,842,139 | 0 | 0 | 0 | For |
| WisdomTree | 1,661,332 | 0 | 0 | 0 | For |
| BlackRock | 1,243,703 | 0 | 0 | 0 | For |
| Dimensional | 534,356 | 0 | 0 | 0 | For |
| Fidelity | 466,679 | 0 | 0 | 0 | For |
| CRM Mutual Fund Trust | 413,318 | 0 | 0 | 0 | For |
| Charles Schwab | 306,940 | 0 | 0 | 0 | For |
| TIAA | 148,846 | 0 | 0 | 0 | For |
| First Trust | 110,396 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 61,103 | 0 | 0 | 0 | For |
| Jackson National | 56,817 | 0 | 0 | 0 | For |
| Direxion Shares ETF Trust | 38,531 | 0 | 0 | 0 | For |
| AllianceBernstein | 37,930 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 35,321 | 0 | 0 | 0 | For |
| Equitable | 35,158 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 26,422 | 0 | 0 | 0 | For |
| Prudential/PGIM | 20,514 | 0 | 0 | 0 | For |
| American Century | 19,962 | 0 | 0 | 0 | For |
| Lincoln Financial | 17,325 | 0 | 0 | 0 | For |
| Gabelli | 16,000 | 0 | 0 | 0 | For |
| John Hancock | 11,298 | 0 | 0 | 0 | For |
| SEI | 8,713 | 1,447 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 8,689 | 0 | 0 | 0 | For |
| Invesco | 7,747 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
Ranked by the number of TFS Financial Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 280,570,799 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 1.78% |
| 2 | LAKEWOOD CAPITAL MANAGEMENT, LP | 0.98% |
| 3 | BlackRock | 0.84% |
| 4 | Global X | 0.66% |
| 5 | WisdomTree | 0.59% |
| 6 | Renaissance | 0.53% |
| 7 | Dimensional | 0.30% |
| 8 | CRAMER ROSENTHAL MCGLYNN LLC | 0.23% |
| 9 | Charles Schwab | 0.22% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 0.21% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Third Federal Savings and Loan Association of Cleveland, MHC | 80.95% | DEF14A |
| Vanguard Group | 1.78% | 13F |
| BlackRock | 1.34% | 13F |
| Dimensional Fund Advisors | 1.10% | 13F |
| Renaissance Technologies | 0.91% | 13F |
| State Street | 0.84% | 13F |
| BNY Mellon | 0.67% | 13F |
| Geode Capital | 0.42% | 13F |
| Morgan Stanley | 0.25% | 13F |
| Marc A. Stefanski | 0.14% | DEF14A |
Percentages above are of 280,570,799 shares outstanding, as reported by TFS Financial Corporation on its Form 10-Q dated 2026-02-03 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from TFS Financial Corporation’s 10-Q dated 2026-02-03. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At TFS Financial Corporation's shareholder meeting held 2026-02-26, in the 2025-2026 proxy season, 206 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,166 separate fund positions. On the most widely held item on that ballot — Advisory vote on compensation of named Executive Officers. — FOR was 93% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: TFS Financial Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-02-26.
TFS Financial Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).