Position in TFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$264,557
-$18,646 QoQ
Shares Held
5,755
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVERMAY WEALTH MANAGEMENT LLC holds $20,565,861 across 12 Banks - Regional names. TFC ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
|
185,765 | $11,571,301 | |
| 2 | JMSB |
John Marshall Bancorp, Inc.
|
349,969 | $7,097,371 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
25,033 | $894,679 | |
| 4 | TFC |
Truist Financial Corp
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|
5,755 | $264,557 | |
| 5 | FULT |
Fulton Financial Corp
|
11,979 | $243,652 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
4,159 | $172,265 | |
| 7 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $156,457 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $91,262 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,557 | 5,755 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $283,203 | 5,755 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $263,118 | 5,755 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $249,556 | 5,805 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $245,048 | 5,955 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $258,327 | 5,955 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $254,695 | 5,955 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $232,517 | 5,985 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $250,797 | 6,434 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $238,023 | 6,447 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $222,471 | 7,776 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $222,010 | 7,315 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $303,319 | 8,895 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $442,047 | 10,273 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $388,855 | 8,931 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $425,589 | 8,973 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $513,361 | 9,054 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $623,791 | 10,654 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $633,068 | 10,794 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $612,942 | 11,044 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $333,823 | 5,724 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $284,656 | 5,939 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $327,534 | 8,608 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $311,852 | 8,305 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $344,544 | 11,172 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||