Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$261,156
+$17,470 QoQ
Shares Held
5,242
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,258
of 1,678 holders
Holding Since
Mar 2020
26 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, 2026WealthTrust Axiom LLC holds $7,196,453 across 5 Banks - Regional names. TFC ranks #5 (3.6% of the industry book) .
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,156 | 5,242 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $243,686 | 5,301 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $260,862 | 5,301 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $242,361 | 5,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $227,889 | 5,301 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $403,722 | 9,811 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $425,601 | 9,811 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $425,304 | 9,944 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $386,324 | 9,944 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $387,617 | 9,944 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $367,132 | 9,944 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $312,535 | 10,924 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $331,543 | 10,924 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $372,508 | 10,924 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $470,059 | 10,924 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $475,674 | 10,925 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $503,279 | 10,611 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $601,643 | 10,611 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $621,274 | 10,611 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $615,297 | 10,491 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $578,365 | 10,421 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $598,479 | 10,262 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $491,857 | 10,262 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $390,431 | 10,261 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $312,566 | 8,324 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $256,681 | 8,323 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||