Position in TFC
as of Jun 30, 2026
· filed Sep 29, 2026
Position Value
$365,927
-$4,223 QoQ
Shares Held
7,345
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026CIM INVESTMENT MANAGEMENT INC holds $4,437,765 across 15 Banks - Regional names. TFC ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
34,523 | $505,761 | |
| 2 | AX |
Axos Financial, Inc.
|
4,571 | $445,169 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
12,069 | $386,811 | |
| 4 | HOMB |
Home Bancshares Inc
|
12,889 | $367,980 | |
| 5 | TFC |
Truist Financial Corp
This page
|
7,345 | $365,927 | |
| 6 | SSB |
SouthState Bank Corp
|
2,665 | $266,233 | |
| 7 | HWC |
Hancock Whitney Corp
|
3,534 | $264,060 | |
| 8 | UMBF |
Umb Financial Corp
|
1,809 | $258,252 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,927 | 7,345 | Shares | Sole | 2026-09-29 | |
| 2026-03-31 | $370,150 | 8,052 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $398,354 | 8,095 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $370,103 | 8,095 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $351,959 | 8,187 | Shares | Sole | 2025-08-22 | |
| 2025-03-31 | $338,541 | 8,227 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $357,060 | 8,231 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $350,714 | 8,200 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $324,902 | 8,363 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $328,055 | 8,416 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $310,718 | 8,416 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $240,781 | 8,416 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $262,224 | 8,640 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $293,737 | 8,614 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $350,866 | 8,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $365,518 | 8,395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $398,174 | 8,395 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $478,944 | 8,447 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $495,215 | 8,458 | Shares | Sole | 2022-05-19 | |
| 2021-09-30 | $507,674 | 8,656 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $483,627 | 8,714 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $510,883 | 8,760 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $437,648 | 9,131 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $353,522 | 9,291 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $353,082 | 9,403 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $289,988 | 9,403 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||