Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$689,359
+$96,714 QoQ
Shares Held
13,837
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#888
of 1,681 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, 2026Sigma Planning Corp holds $7,413,579 across 13 Banks - Regional names. TFC ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
73,282 | $1,299,289 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,560 | $1,271,707 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
6,870 | $1,061,552 | |
| 4 | TFC |
Truist Financial Corp
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|
13,837 | $689,359 | |
| 5 | BMA |
Macro Bank Inc.
|
6,479 | $599,890 | |
| 6 | MTB |
M&T Bank Corp
|
2,220 | $528,382 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,834 | $451,567 | |
| 8 | OZK |
Bank OZK
|
7,671 | $399,582 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,359 | 13,837 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $592,645 | 12,892 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $630,281 | 12,808 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $645,017 | 14,108 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $683,755 | 15,905 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $848,883 | 20,629 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $894,669 | 20,624 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $875,373 | 20,467 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $752,174 | 19,361 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $603,254 | 15,476 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $312,970 | 8,477 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $333,621 | 11,661 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $315,336 | 10,390 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $312,969 | 9,178 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $357,019 | 8,297 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $437,185 | 10,041 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $468,228 | 9,872 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $669,456 | 11,807 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $595,921 | 10,178 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $600,751 | 10,243 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $375,013 | 6,757 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $410,222 | 7,034 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $345,239 | 7,203 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $290,549 | 7,636 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $304,492 | 8,109 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $257,637 | 8,354 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||