Position in TFC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$417,407
-$29,419 QoQ
Shares Held
9,080
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $4,140,027 across 3 Banks - Regional names.
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,407 | 9,080 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $446,826 | 9,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $415,137 | 9,080 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $390,349 | 9,080 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $375,822 | 9,133 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $396,189 | 9,133 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $390,618 | 9,133 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $354,817 | 9,133 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $362,436 | 9,298 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $343,282 | 9,298 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $267,532 | 9,351 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $283,802 | 9,351 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $318,869 | 9,351 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $402,373 | 9,351 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||