Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$513,195
+$55,978 QoQ
Shares Held
10,301
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#988
of 1,678 holders
Holding Since
Mar 2021
22 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, 2026Valmark Advisers, Inc. holds $7,509,229 across 9 Banks - Regional names. TFC ranks #8 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
6,634 | $1,578,958 | |
| 2 | FITB |
Fifth Third Bancorp
|
18,685 | $1,053,273 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,821 | $940,806 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,674 | $933,910 | |
| 5 | USB |
US Bancorp De
|
15,061 | $909,684 | |
| 6 | KEY |
Keycorp /New/
|
33,954 | $782,639 | |
| 7 | SBFG |
Sb Financial Group, Inc.
|
23,083 | $583,307 | |
| 8 | TFC |
Truist Financial Corp
This page
|
10,301 | $513,195 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,195 | 10,301 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $457,217 | 9,946 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $493,920 | 10,037 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $480,014 | 10,499 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $453,329 | 10,545 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $433,391 | 10,532 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $459,177 | 10,585 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $452,164 | 10,572 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $384,692 | 9,902 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $379,860 | 9,745 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $478,667 | 12,965 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $363,003 | 12,688 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $350,846 | 11,560 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $396,514 | 11,628 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $495,146 | 11,507 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $483,816 | 11,112 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $350,270 | 7,385 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $421,394 | 7,432 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $430,283 | 7,349 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $335,419 | 5,719 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $297,313 | 5,357 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $325,192 | 5,576 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||