Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$117,226
+$9,059 QoQ
Shares Held
2,353
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,418
of 1,678 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, 2026PROFFITT & GOODSON INC holds $372,710 across 7 Banks - Regional names. TFC ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
2,353 | $117,226 | |
| 2 | RF |
Regions Financial Corp
|
3,756 | $113,431 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,551 | $87,429 | |
| 4 | SMBK |
Smartfinancial Inc.
|
600 | $28,152 | |
| 5 | KB |
KB Financial Group Inc.
|
89 | $9,341 | |
| 6 | LYG |
Lloyds Banking Group plc
|
1,539 | $8,972 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
129 | $8,159 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,226 | 2,353 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $108,167 | 2,353 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $120,810 | 2,455 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $121,432 | 2,656 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $110,269 | 2,565 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $99,418 | 2,416 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $104,806 | 2,416 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $110,645 | 2,587 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $100,504 | 2,587 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $100,841 | 2,587 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $95,512 | 2,587 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $31,270 | 1,093 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $82,552 | 2,720 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $92,752 | 2,720 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $121,129 | 2,815 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $128,791 | 2,958 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $140,297 | 2,958 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $167,718 | 2,958 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $173,190 | 2,958 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $173,486 | 2,958 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $166,777 | 3,005 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $175,251 | 3,005 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $144,029 | 3,005 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $134,963 | 3,547 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $51,894 | 1,382 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $39,105 | 1,268 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||