Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$590,017
+$45,595 QoQ
Shares Held
11,843
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#941
of 1,681 holders
Holding Since
Mar 2021
16 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, 2026FIRST UNITED BANK & TRUST holds $6,684,293 across 12 Banks - Regional names. TFC ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
11,707 | $2,882,496 | |
| 2 | MTB |
M&T Bank Corp
|
8,312 | $1,978,338 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
14,052 | $594,540 | |
| 4 | TFC |
Truist Financial Corp
This page
|
11,843 | $590,017 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
13,090 | $232,085 | |
| 6 | BHRB |
Burke & Herbert Financial Services Corp.
|
2,202 | $158,235 | |
| 7 | CHCO |
City Holding Co
|
665 | $88,205 | |
| 8 | ACNB |
Acnb Corp
|
990 | $58,786 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,017 | 11,843 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $544,422 | 11,843 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $632,003 | 12,843 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $349,162 | 7,637 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $328,314 | 7,637 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $316,689 | 7,696 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $123,112 | 2,838 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $121,381 | 2,838 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $110,256 | 2,838 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $110,625 | 2,838 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $56,450 | 1,529 | Shares | Defined | 2024-02-08 | |
| 2022-03-31 | $214,722 | 3,787 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $233,731 | 3,992 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $247,620 | 4,222 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $201,021 | 3,622 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $233,513 | 4,004 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||