Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,581,683
+$106,105 QoQ
Shares Held
112,037
-5.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#359
of 1,656 holders
Holding Since
Mar 2020
26 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, 2026Towne Trust Company, N.A holds $5,722,064 across 6 Banks - Regional names. TFC ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
112,037 | $5,581,683 | |
| 2 | MTB |
M&T Bank Corp
|
250 | $59,502 | |
| 3 | CFFI |
C & F Financial Corp
|
700 | $56,000 | |
| 4 | FRST |
Primis Financial Corp.
|
583 | $9,543 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
217 | $9,181 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
25 | $6,155 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,581,683 | 112,037 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,475,578 | 119,112 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,018,973 | 122,312 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,647,687 | 145,400 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,596,815 | 153,450 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,652,926 | 161,675 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,222,075 | 166,484 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,304,431 | 170,784 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,062,307 | 181,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,537,328 | 193,364 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,530,313 | 203,963 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,445,975 | 225,305 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,169,124 | 236,215 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,636,335 | 253,265 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,911,426 | 90,900 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,119,623 | 94,617 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,978,855 | 83,889 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,483,591 | 61,439 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,638,238 | 62,139 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,656,181 | 62,339 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,373,789 | 60,789 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,623,945 | 62,139 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,997,493 | 62,539 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,685,986 | 70,591 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,722,036 | 72,491 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,400,276 | 77,830 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||