Position in TFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$203,066
-$82 QoQ
Shares Held
4,076
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,375
of 1,678 holders
Holding Since
Mar 2020
20 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, 2026ProVise Management Group, LLC holds $6,394,239 across 6 Banks - Regional names. TFC ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
327,018 | $4,790,813 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,201 | $541,930 | |
| 3 | SSB |
SouthState Bank Corp
|
5,146 | $514,085 | |
| 4 | TFC |
Truist Financial Corp
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|
4,076 | $203,066 | |
| 5 | FNB |
Fnb Corp/Pa/
|
10,283 | $196,199 | |
| 6 | LYG |
Lloyds Banking Group plc
|
25,411 | $148,146 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,066 | 4,076 | Shares | Sole | 2026-08-03 | |
| 2024-12-31 | $203,148 | 4,683 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $202,772 | 4,741 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $301,786 | 7,768 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,221,438 | 31,335 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,196,171 | 32,399 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $932,371 | 32,589 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $746,913 | 24,610 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $637,056 | 18,682 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $717,137 | 16,666 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $609,081 | 13,989 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $431,186 | 9,091 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $349,555 | 6,165 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $292,750 | 5,000 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $316,475 | 5,396 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $288,489 | 5,198 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $307,638 | 5,275 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $252,830 | 5,275 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $455,631 | 12,134 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $457,203 | 14,825 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||