Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$866,618
+$53,777 QoQ
Shares Held
17,395
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#786
of 1,681 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $16,077,002 across 14 Banks - Regional names. TFC ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
167,942 | $4,062,516 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,211 | $2,514,152 | |
| 3 | MTB |
M&T Bank Corp
|
6,263 | $1,490,656 | |
| 4 | WBS |
Webster Financial Corp
|
17,900 | $1,367,918 | |
| 5 | EBC |
Eastern Bankshares, Inc.
|
58,604 | $1,303,352 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
34,246 | $1,156,144 | |
| 7 | TFC |
Truist Financial Corp
This page
|
17,395 | $866,618 | |
| 8 | KEY |
Keycorp /New/
|
32,664 | $752,905 |
All Filings in TFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,618 | 17,395 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $812,841 | 17,682 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $860,928 | 17,495 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $807,963 | 17,672 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $741,534 | 17,249 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $669,345 | 16,266 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $700,890 | 16,157 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $690,436 | 16,143 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $619,502 | 15,946 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $577,917 | 14,826 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $572,887 | 15,517 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $407,177 | 14,232 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $420,347 | 13,850 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $467,204 | 13,701 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $526,988 | 12,247 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $532,450 | 12,229 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $460,071 | 9,700 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $592,288 | 10,446 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $551,131 | 9,413 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||