Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$227,826
-$32,247 QoQ
Shares Held
4,573
-24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,319
of 1,678 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Montecito Bank & Trust holds $227,826 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
4,573 | $227,826 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,826 | 4,573 | Shares | Sole | 2026-07-16 | |
| 2022-12-31 | $260,073 | 6,044 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $281,573 | 6,467 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $341,306 | 7,196 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $459,043 | 8,096 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $474,020 | 8,096 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $483,041 | 8,236 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $461,649 | 8,318 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $480,323 | 8,236 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $335,366 | 6,997 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $246,564 | 6,480 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||