Position in TFC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$544,422
-$87,581 QoQ
Shares Held
11,843
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026FIRST UNITED BANK & TRUST holds $5,400,874 across 12 Banks - Regional names. TFC ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,125 | $2,523,090 | |
| 2 | MTB |
M&T Bank Corp
|
8,524 | $1,762,080 | |
| 3 | TFC |
Truist Financial Corp
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|
11,843 | $544,422 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,090 | $204,858 | |
| 5 | BHRB |
Burke & Herbert Financial Services Corp.
|
2,261 | $140,837 | |
| 6 | CHCO |
City Holding Co
|
665 | $79,480 | |
| 7 | ACNB |
Acnb Corp
|
990 | $47,391 | |
| 8 | KEY |
Keycorp /New/
|
1,750 | $35,087 |
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||