Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,121,786
+$1,402,128 QoQ
Shares Held
423,962
-1.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#170
of 1,685 holders
Holding Since
Mar 2020
25 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, 2026&PARTNERS holds $226,982,385 across 79 Banks - Regional names. TFC ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
376,961 | $92,815,337 | |
| 2 | TFC |
Truist Financial Corp
This page
|
423,962 | $21,121,786 | |
| 3 | USB |
US Bancorp De
|
217,097 | $13,112,658 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
585,150 | $10,374,709 | |
| 5 | FITB |
Fifth Third Bancorp
|
108,975 | $6,142,920 | |
| 6 | KEY |
Keycorp /New/
|
252,157 | $5,812,218 | |
| 7 | MTB |
M&T Bank Corp
|
21,631 | $5,148,394 | |
| 8 | FHN |
First Horizon Corp
|
198,180 | $5,081,335 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,121,786 | 423,962 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,719,658 | 428,968 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,088,467 | 347,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,042,852 | 307,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,021,895 | 279,644 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,048,939 | 268,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,522,096 | 150,348 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,768,213 | 111,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,231,931 | 83,190 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,116,932 | 28,654 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $973,949 | 26,380 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $581,641 | 20,330 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $527,240 | 17,372 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $545,975 | 16,011 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $626,688 | 14,564 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $636,250 | 14,613 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $366,681 | 7,731 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $437,440 | 7,715 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $445,097 | 7,602 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $445,153 | 7,590 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $420,523 | 7,577 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $365,666 | 6,270 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $275,837 | 5,755 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $201,893 | 5,306 | Shares | Sole | 2020-10-05 | |
| 2020-03-31 | $236,388 | 7,665 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||