Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$32,325,258
+$2,633,098 QoQ
Shares Held
648,841
+0.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#132
of 1,681 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GW HENSSLER & ASSOCIATES LTD holds $89,115,910 across 6 Banks - Regional names. TFC ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
601,459 | $33,904,243 | |
| 2 | TFC |
Truist Financial Corp
This page
|
648,841 | $32,325,258 | |
| 3 | USB |
US Bancorp \De\
|
366,645 | $22,145,358 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,043 | $256,807 | |
| 5 | CFR |
Cullen/Frost Bankers, Inc.
|
1,618 | $250,013 | |
| 6 | RF |
Regions Financial Corp
|
7,756 | $234,231 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,325,258 | 648,841 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $29,692,160 | 645,903 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,624,314 | 642,640 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,300,347 | 640,865 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $28,674,974 | 667,015 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $26,608,207 | 646,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,757,933 | 501,566 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,605,051 | 505,145 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $432,711 | 11,138 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $382,939 | 9,824 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $338,224 | 9,161 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $252,111 | 8,812 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $497,406 | 16,389 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $627,849 | 18,412 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $850,057 | 19,755 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $839,538 | 19,282 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $969,658 | 20,444 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $33,959,727 | 598,937 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $33,493,468 | 572,049 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $33,235,840 | 566,681 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $28,193,112 | 507,984 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $27,340,416 | 468,800 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $456,581 | 9,526 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $308,775 | 8,115 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||