Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$66,727,014
+$5,625,391 QoQ
Shares Held
1,339,362
+0.8% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#80
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, 2026Welch Group, LLC holds $160,721,554 across 13 Banks - Regional names. TFC ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
959,733 | $83,256,837 | |
| 2 | TFC |
Truist Financial Corp
This page
|
1,339,362 | $66,727,014 | |
| 3 | RF |
Regions Financial Corp
|
150,270 | $4,538,154 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
26,853 | $2,708,930 | |
| 5 | UCB |
United Community Banks Inc
|
26,047 | $913,989 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,015 | $742,353 | |
| 7 | FBK |
FB Financial Corp
|
6,814 | $377,154 | |
| 8 | SMBK |
Smartfinancial Inc.
|
6,499 | $304,933 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,727,014 | 1,339,362 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $61,101,623 | 1,329,163 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $65,157,140 | 1,324,063 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $59,981,713 | 1,311,936 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $55,836,916 | 1,298,835 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $51,617,366 | 1,254,371 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $54,113,166 | 1,247,422 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $53,113,240 | 1,241,834 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $47,505,003 | 1,222,780 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $46,678,900 | 1,197,509 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $26,457,831 | 716,626 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $31,159,265 | 1,089,104 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $30,533,162 | 1,006,035 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $30,231,832 | 886,564 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $33,096,223 | 769,143 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $33,449,866 | 768,256 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $33,826,411 | 713,186 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,181,341 | 73,745 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,973,788 | 67,870 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,795,124 | 64,708 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,136,693 | 56,517 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,999,805 | 51,437 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,944,088 | 40,561 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,369,191 | 35,984 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,273,508 | 33,915 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $630,492 | 20,444 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||