Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$684,925
+$160,178 QoQ
Shares Held
13,748
+20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#891
of 1,677 holders
Holding Since
Mar 2020
10 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, 2026FOSTER & MOTLEY INC holds $10,139,949 across 8 Banks - Regional names. TFC ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
49,131 | $2,967,512 | |
| 2 | RF |
Regions Financial Corp
|
83,648 | $2,526,169 | |
| 3 | OZK |
Bank OZK
|
20,262 | $1,055,447 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,254 | $926,463 | |
| 5 | FITB |
Fifth Third Bancorp
|
15,276 | $861,108 | |
| 6 | BPOP |
Popular, Inc.
|
4,751 | $780,019 | |
| 7 | TFC |
Truist Financial Corp
This page
|
13,748 | $684,925 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,374 | $338,306 |
All Filings in TFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,925 | 13,748 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $524,747 | 11,415 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $582,794 | 11,843 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $560,161 | 12,252 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $560,675 | 13,042 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $630,747 | 15,328 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $696,292 | 16,051 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $472,052 | 11,037 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $343,356 | 8,838 | Shares | Sole | 2024-08-02 | |
| 2020-03-31 | $783,490 | 25,405 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||