Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,766,711
-$1,388,832 QoQ
Shares Held
321,225
-2.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 1%
None 10%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $98,700,018 across 9 Banks - Regional names. TFC ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,887 | $39,721,674 | |
| 2 | PGC |
Peapack Gladstone Financial Corp
|
494,255 | $17,402,717 | |
| 3 | TFC |
Truist Financial Corp
This page
|
321,225 | $14,766,711 | |
| 4 | USB |
US Bancorp De
|
236,578 | $12,304,421 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
109,386 | $6,559,877 | |
| 6 | KEY |
Keycorp /New/
|
228,698 | $4,585,393 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,407 | $2,063,149 | |
| 8 | CLBK |
Columbia Financial, Inc.
|
49,150 | $860,616 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||