Position in TFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,209
+$866 QoQ
Shares Held
225
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,583
of 1,681 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $63,940,048 across 12 Banks - Regional names. TFC ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
838,806 | $47,283,494 | |
| 2 | CBC |
Central Bancompany, Inc.
|
282,050 | $8,568,679 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
71,288 | $4,116,882 | |
| 4 | UMBF |
Umb Financial Corp
|
9,166 | $1,308,538 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,546 | $1,119,316 | |
| 6 | USB |
US Bancorp \De\
|
11,798 | $712,599 | |
| 7 | RF |
Regions Financial Corp
|
18,500 | $558,700 | |
| 8 | EFSC |
Enterprise Financial Services Corp
|
2,460 | $162,064 |
All Filings in TFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,209 | 225 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $10,343 | 225 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,072 | 225 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,287 | 225 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,672 | 225 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $9,258 | 225 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,760 | 225 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,623 | 225 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $8,741 | 225 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,770 | 225 | Shares | Sole | 2024-04-10 | |
| 2021-12-31 | $1,873 | 32 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,876 | 32 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||