Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,976,645
+$174,314 QoQ
Shares Held
59,748
-2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#471
of 1,678 holders
Holding Since
Mar 2020
26 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, 2026PATTEN & PATTEN INC/TN holds $9,502,578 across 5 Banks - Regional names. TFC ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
32,733 | $3,302,105 | |
| 2 | TFC |
Truist Financial Corp
This page
|
59,748 | $2,976,645 | |
| 3 | RF |
Regions Financial Corp
|
89,865 | $2,713,923 | |
| 4 | UCB |
United Community Banks Inc
|
8,266 | $290,053 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
12,400 | $219,852 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,976,645 | 59,748 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,802,331 | 60,960 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,060,165 | 102,828 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,765,761 | 104,238 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,347,449 | 101,127 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,381,322 | 106,472 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,756,964 | 109,658 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,033,943 | 117,698 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,740,477 | 122,020 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,280,074 | 135,456 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,546,270 | 150,224 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,167,910 | 180,633 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $6,136,739 | 202,199 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,734,886 | 197,504 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,302,853 | 192,955 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,478,396 | 217,694 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $10,224,058 | 215,561 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,543,230 | 221,221 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,556,691 | 214,461 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $11,964,248 | 203,994 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $10,847,031 | 195,442 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $10,626,662 | 182,213 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $7,723,440 | 161,140 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $4,721,586 | 124,089 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $4,639,002 | 123,542 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,964,728 | 128,558 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||