Position in TFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,634,464
-$442,925 QoQ
Shares Held
100,815
-2.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40.305510092744136.ToString("F0")%
Shared 3.2336457868372763.ToString("F0")%
None 56.460844120418585.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026FIRST CITIZENS BANK & TRUST CO holds $183,926,505 across 26 Banks - Regional names. TFC ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
76,638 | $144,436,572 | |
| 2 | RF |
Regions Financial Corp
|
708,997 | $18,519,001 | |
| 3 | TFC |
Truist Financial Corp
This page
|
100,815 | $4,634,464 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
29,745 | $2,562,233 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
10,378 | $2,159,558 | |
| 6 | EWBC |
East West Bancorp Inc
|
14,259 | $1,522,290 | |
| 7 | CBNK |
Capital Bancorp Inc
|
40,990 | $1,219,042 | |
| 8 | UCB |
United Community Banks Inc
|
26,072 | $821,007 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,634,464 | 100,815 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,077,389 | 103,178 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,032,674 | 110,076 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,752,113 | 110,540 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,424,653 | 107,525 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,649,554 | 107,182 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,790,110 | 111,997 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,546,303 | 117,022 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,599,249 | 117,990 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,462,445 | 120,868 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,676,127 | 128,491 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,914,451 | 128,977 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,228,331 | 123,998 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,002,538 | 116,257 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,359,616 | 100,129 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,413,233 | 114,131 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,326,642 | 111,581 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,891,769 | 100,628 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $5,930,394 | 101,115 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,519,308 | 99,447 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,892,418 | 101,036 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,704,149 | 119,010 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,695,864 | 123,413 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $4,768,962 | 127,003 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,970,217 | 128,736 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||