Position in TFC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,399,287
+$1,281,363 QoQ
Shares Held
226,219
+22.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026CIBC WORLD MARKET INC. holds $216,135,563 across 32 Banks - Regional names. TFC ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOKF |
Bok Financial Corp
|
423,700 | $54,259,022 | |
| 2 | NWG |
NatWest Group plc
|
1,807,448 | $26,930,975 | |
| 3 | USB |
US Bancorp De
|
431,150 | $22,424,111 | |
| 4 | VBNK |
VersaBank
|
1,189,057 | $16,848,937 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
73,229 | $15,238,222 | |
| 6 | LYG |
Lloyds Banking Group plc
|
2,221,879 | $11,176,051 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
174,617 | $10,471,781 | |
| 8 | TFC |
Truist Financial Corp
This page
|
226,219 | $10,399,287 |
All Filings in TFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,399,287 | 226,219 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,117,924 | 185,286 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,957,154 | 174,041 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,381,908 | 148,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,518,557 | 182,711 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,068,969 | 24,642 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,422,658 | 33,263 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,100,658 | 54,071 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,670,137 | 42,846 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,709,248 | 46,296 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $245,645 | 8,586 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,411,034 | 79,441 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $403,746 | 9,273 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $212,059 | 4,471 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $449,460 | 7,927 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $657,106 | 11,223 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $445,740 | 7,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $388,167 | 6,994 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $433,842 | 7,439 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $260,164 | 5,428 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $216,580 | 5,692 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,248,349 | 33,245 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,781,552 | 90,193 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||