Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,895,157
+$646,693 QoQ
Shares Held
339,124
-4.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#205
of 1,678 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026KLCM Advisors, Inc. holds $34,084,399 across 9 Banks - Regional names. TFC ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
339,124 | $16,895,157 | |
| 2 | USB |
US Bancorp De
|
120,506 | $7,278,562 | |
| 3 | KEY |
Keycorp /New/
|
174,574 | $4,023,930 | |
| 4 | COSO |
CoastalSouth Bancshares, Inc.
|
107,617 | $2,889,516 | |
| 5 | ASB |
Associated Banc-Corp
|
40,149 | $1,235,384 | |
| 6 | UMBF |
Umb Financial Corp
|
4,939 | $705,091 | |
| 7 | MBBC |
Marathon Bancorp, Inc. /MD/
|
34,320 | $524,409 | |
| 8 | FBIZ |
First Business Financial Services, Inc.
|
4,500 | $284,265 |
All Filings in TFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,895,157 | 339,124 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,248,464 | 353,458 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,415,619 | 333,583 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,517,276 | 339,398 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,617,373 | 340,018 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,436,160 | 350,818 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,116,541 | 348,468 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,122,445 | 353,576 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||