Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,399,281
+$241,634 QoQ
Shares Held
48,159
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#516
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $37,859,058 across 63 Banks - Regional names. TFC ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
49,629 | $7,085,035 | |
| 2 | USB |
US Bancorp De
|
94,709 | $5,720,423 | |
| 3 | RF |
Regions Financial Corp
|
159,142 | $4,806,088 | |
| 4 | FNB |
Fnb Corp/Pa/
|
251,173 | $4,792,380 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
210,712 | $3,735,923 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
14,161 | $3,486,721 | |
| 7 | INDB |
Independent Bank Corp
|
36,112 | $3,023,296 | |
| 8 | TFC |
Truist Financial Corp
This page
|
48,159 | $2,399,281 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,399,281 | 48,159 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,157,647 | 46,936 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,272,665 | 46,183 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,096,170 | 45,848 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,929,047 | 44,872 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,828,417 | 44,433 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,897,137 | 43,733 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,784,963 | 41,734 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,596,968 | 41,106 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,639,420 | 42,058 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,494,152 | 40,470 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,196,842 | 41,833 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,307,508 | 43,081 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,302,722 | 38,203 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,608,719 | 37,386 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,602,663 | 36,809 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,761,265 | 37,134 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,138,327 | 37,713 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,156,455 | 36,831 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,087,353 | 35,590 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,927,015 | 34,721 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,008,307 | 34,436 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,729,889 | 36,092 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,353,514 | 35,572 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,309,330 | 34,869 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,455,648 | 47,200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||