Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,921
+$3,233 QoQ
Shares Held
159
+55.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#455
of 487 holders
Holding Since
Sep 2021
6 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, 2026Marquette Asset Management, LLC holds $893,617 across 27 Banks - Regional names. TFC ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HYNE |
Hoyne Bancorp, Inc.
|
13,327 | $223,093 | |
| 2 | FBLA |
FB Bancorp, Inc. /MD/
|
12,058 | $181,593 | |
| 3 | LSBK |
Lake Shore Bancorp, Inc. /MD/
|
9,652 | $171,902 | |
| 4 | UMBF |
Umb Financial Corp
|
826 | $117,919 | |
| 5 | USB |
US Bancorp De
|
1,400 | $84,560 | |
| 6 | FLG |
Flagstar Bank, National Association
|
3,333 | $49,795 | |
| 7 | TFC |
Truist Financial Corp
This page
|
159 | $7,921 | |
| 8 | BOKF |
Bok Financial Corp
|
50 | $6,944 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,921 | 159 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,688 | 102 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $8,183 | 179 | Shares | Sole | 2025-10-24 | |
| 2022-06-30 | $474 | 10 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $680 | 12 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $3,577 | 61 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||