Position in TFC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$54,004
+$4,863 QoQ
Shares Held
1,084
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,479
of 1,678 holders
Holding Since
Mar 2020
16 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, 2026PIN OAK INVESTMENT ADVISORS INC holds $245,704 across 12 Banks - Regional names. TFC ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
234 | $57,615 | |
| 2 | TFC |
Truist Financial Corp
This page
|
1,084 | $54,004 | |
| 3 | USB |
US Bancorp De
|
623 | $37,629 | |
| 4 | RF |
Regions Financial Corp
|
1,186 | $35,817 | |
| 5 | BAP |
Credicorp Ltd
|
63 | $24,543 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
154 | $23,796 | |
| 7 | HDB |
Hdfc Bank Ltd
|
440 | $11,365 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
97 | $929 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,004 | 1,084 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $49,141 | 1,069 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60 | 1,069 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,874 | 1,069 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $45,956 | 1,069 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $43,989 | 1,069 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $46,373 | 1,069 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $45,721 | 1,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,177 | 854 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,288 | 854 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,907 | 160 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,577 | 160 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,856 | 160 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,456 | 160 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,884 | 160 | Shares | Sole | 2023-02-14 | |
| 2020-03-31 | $9,313 | 302 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||