Position in TFC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,241,190
-$87,480 QoQ
Shares Held
27,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026UNITED BANK holds $30,678,715 across 2 Banks - Regional names. TFC ranks #2 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBSI |
United Bankshares Inc/Wv
|
710,708 | $29,437,525 | |
| 2 | TFC |
Truist Financial Corp
This page
|
27,000 | $1,241,190 |
All Filings in TFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,241,190 | 27,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,328,670 | 27,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,234,440 | 27,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,160,730 | 27,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,111,050 | 27,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,171,260 | 27,000 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,154,790 | 27,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,024,746 | 26,377 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,028,175 | 26,377 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $973,838 | 26,377 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $754,645 | 26,377 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $847,583 | 27,927 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $978,123 | 28,684 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,234,272 | 28,684 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,304,631 | 29,964 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,213,002 | 67,742 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,840,970 | 67,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,966,293 | 67,742 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,734,087 | 46,617 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,587,243 | 46,617 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,718,702 | 46,617 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,244,992 | 46,839 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,786,028 | 46,939 | Shares | Defined | 2020-12-11 | |
| 2020-06-30 | $1,755,161 | 46,742 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $1,570,773 | 50,933 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||