Position in TFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$736,209
-$100,607 QoQ
Shares Held
16,015
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $2,533,037 across 5 Banks - Regional names. TFC ranks #1 (29.1% of the industry book) .
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $736,209 | 16,015 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $836,816 | 17,005 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $249,128 | 5,449 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,032,920 | 24,027 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $976,530 | 23,731 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,124,800 | 25,929 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,164,284 | 27,222 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,045,647 | 26,915 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,048,795 | 26,906 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $821,949 | 22,263 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $334,994 | 11,709 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $356,430 | 11,744 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $406,949 | 11,934 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $504,655 | 11,728 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $510,375 | 11,722 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $590,882 | 12,458 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $672,008 | 11,852 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $693,700 | 11,848 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $694,650 | 11,844 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $657,064 | 11,839 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $690,217 | 11,835 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $567,059 | 11,831 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $450,017 | 11,827 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $443,878 | 11,821 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $372,362 | 12,074 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||