Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,979,963
+$1,213,252 QoQ
Shares Held
320,754
-0.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#216
of 1,689 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $110,483,806 across 12 Banks - Regional names. TFC ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,638 | $46,938,887 | |
| 2 | PGC |
Peapack Gladstone Financial Corp
|
348,088 | $16,475,004 | |
| 3 | TFC |
Truist Financial Corp
This page
|
320,754 | $15,979,963 | |
| 4 | USB |
US Bancorp De
|
232,994 | $14,072,837 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
106,192 | $7,440,872 | |
| 6 | KEY |
Keycorp /New/
|
220,426 | $5,080,818 | |
| 7 | FITB |
Fifth Third Bancorp
|
42,735 | $2,408,971 | |
| 8 | CLBK |
Columbia Financial, Inc./MD/
|
108,130 | $1,042,967 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,979,963 | 320,754 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,766,711 | 321,225 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,155,543 | 328,298 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,051,846 | 329,218 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,096,720 | 327,907 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,574,231 | 329,872 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $14,305,421 | 329,770 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,335,770 | 311,802 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $12,045,829 | 310,060 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $12,055,149 | 309,265 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,560,153 | 286,028 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,744,245 | 305,636 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,512,022 | 313,411 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,513,097 | 308,302 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,716,482 | 295,526 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,216,130 | 303,540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,294,120 | 301,373 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $17,168,135 | 302,789 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,139,925 | 292,740 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $17,036,416 | 290,476 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,757,781 | 283,924 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,479,715 | 282,574 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,383,158 | 279,223 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,054,856 | 290,535 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,759,201 | 286,530 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,159,263 | 296,993 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||