Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$44,209,022
+$1,424,192 QoQ
Shares Held
887,375
-4.7% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#104
of 1,681 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, 2026Janney Montgomery Scott LLC holds $408,373,040 across 87 Banks - Regional names. TFC ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
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|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp De
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,209,022 | 887,375 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $42,784,830 | 930,712 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $46,242,587 | 939,699 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $46,823,863 | 1,024,144 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $42,253,409 | 982,866 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $39,770,734 | 966,482 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $42,036,174 | 969,022 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $41,300,593 | 965,644 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $37,675,447 | 969,767 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $37,245,857 | 955,512 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $33,214,006 | 899,621 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $22,839,934 | 798,320 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,674,727 | 1,208,393 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $36,288,197 | 1,064,170 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $28,477,512 | 661,806 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $29,333,724 | 673,719 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $30,800,377 | 649,386 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $35,635,950 | 628,500 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $35,531,945 | 606,865 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $35,762,071 | 609,754 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $32,406,061 | 583,893 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $32,891,605 | 563,985 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $26,383,116 | 550,451 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $21,709,922 | 570,563 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $21,897,695 | 583,161 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $19,075,742 | 618,539 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||