Position in TFC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,597,309
-$458,708 QoQ
Shares Held
187,020
+1.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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, 20261834 INVESTMENT ADVISORS CO holds $18,987,791 across 5 Banks - Regional names. TFC ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
187,020 | $8,597,309 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
111,894 | $4,634,649 | |
| 3 | USB |
US Bancorp De
|
88,451 | $4,600,336 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
13,178 | $790,284 | |
| 5 | FBIZ |
First Business Financial Services, Inc.
|
6,772 | $365,213 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,597,309 | 187,020 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,056,017 | 184,028 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,603,269 | 188,173 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,087,407 | 188,123 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,744,306 | 188,197 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,498,011 | 195,897 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,883,243 | 207,698 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,126,681 | 209,181 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,875,363 | 202,036 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,860,548 | 185,822 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,790,864 | 202,407 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,007,903 | 197,954 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,712,449 | 138,195 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,676,939 | 62,211 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $307,261 | 7,057 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,517 | 32 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $8,841 | 151 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||