Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$552,752
+$15,133 QoQ
Shares Held
11,095
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 599 holders
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $20,004,607 across 94 Banks - Regional names. TFC ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
275,473 | $16,638,569 | |
| 2 | UMBF |
Umb Financial Corp
|
4,062 | $579,891 | |
| 3 | TFC |
Truist Financial Corp
This page
|
11,095 | $552,752 | |
| 4 | FITB |
Fifth Third Bancorp
|
9,685 | $545,943 | |
| 5 | MTB |
M&T Bank Corp
|
1,942 | $462,215 | |
| 6 | RF |
Regions Financial Corp
|
13,617 | $411,233 | |
| 7 | SFNC |
Simmons First National Corp
|
10,488 | $237,553 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
507 | $124,833 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,752 | 11,095 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $537,619 | 11,695 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $583,630 | 11,860 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $559,704 | 12,242 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $515,106 | 11,982 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $514,704 | 12,508 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $628,359 | 14,485 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $620,165 | 14,500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $738,965 | 19,021 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $780,769 | 20,030 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,119,377 | 30,319 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $942,241 | 32,934 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,667,762 | 54,951 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,483,927 | 160,819 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,171,379 | 166,660 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,143,738 | 164,073 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,771,500 | 163,852 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $9,274,815 | 163,577 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $9,571,988 | 163,484 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,703,349 | 165,445 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $11,123,254 | 200,419 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $11,625,683 | 199,343 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,445,266 | 176,200 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,229,287 | 137,432 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,251,824 | 113,231 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,481,681 | 112,895 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||