Position in TFC
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$720,625
+$7,819 QoQ
Shares Held
15,676
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Keel Point, LLC holds $4,785,864 across 10 Banks - Regional names. TFC ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
15,375 | $1,119,761 | |
| 2 | AX |
Axos Financial, Inc.
|
11,397 | $969,770 | |
| 3 | TFC |
Truist Financial Corp
This page
|
15,676 | $720,625 | |
| 4 | RF |
Regions Financial Corp
|
18,603 | $485,910 | |
| 5 | UCB |
United Community Banks Inc
|
13,802 | $434,624 | |
| 6 | USB |
US Bancorp De
|
6,284 | $326,830 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,034 | $215,165 | |
| 8 | CBC |
Central Bancompany, Inc.
|
8,373 | $200,533 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $720,625 | 15,676 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $712,806 | 14,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $650,687 | 14,232 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $620,990 | 14,445 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $502,564 | 12,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $543,377 | 12,526 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $518,244 | 12,117 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $480,263 | 12,362 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $470,683 | 12,075 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $439,827 | 11,913 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $306,470 | 10,712 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $333,485 | 10,988 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $353,480 | 10,366 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $492,048 | 11,435 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $484,904 | 11,137 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $521,160 | 10,988 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $653,240 | 11,521 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||