Position in TFC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,228,671
-$341,370 QoQ
Shares Held
48,481
-7.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $7,980,566 across 14 Banks - Regional names. TFC ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
48,481 | $2,228,671 | |
| 2 | IBN |
Icici Bank Ltd
|
63,841 | $1,653,481 | |
| 3 | RF |
Regions Financial Corp
|
39,552 | $1,033,098 | |
| 4 | BOH |
Bank Of Hawaii Corp
|
6,615 | $491,163 | |
| 5 | FHB |
First Hawaiian, Inc.
|
17,252 | $425,089 | |
| 6 | AX |
Axos Financial, Inc.
|
4,315 | $367,163 | |
| 7 | SSB |
SouthState Bank Corp
|
3,433 | $317,621 | |
| 8 | MTB |
M&T Bank Corp
|
1,200 | $248,064 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,228,671 | 48,481 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,570,041 | 52,226 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,258,601 | 71,273 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,052,676 | 71,009 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,748,573 | 66,794 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,050,012 | 24,205 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,179,553 | 27,579 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,299,338 | 33,445 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,422,497 | 36,493 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,340,491 | 36,308 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,033,021 | 36,107 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,028,804 | 33,898 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,218,563 | 35,735 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,445,764 | 33,599 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,639,977 | 37,666 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,749,740 | 36,891 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,059,740 | 36,327 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $2,113,362 | 36,095 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,143,364 | 36,545 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,028,358 | 36,547 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,698,686 | 29,127 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,364,806 | 28,475 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $975,069 | 25,626 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,070,625 | 28,512 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $519,962 | 16,860 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||