Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,406,015
-$41,462 QoQ
Shares Held
188,800
-8.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#54
of 659 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $66,885,207 across 30 Banks - Regional names. TFC ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
592,102 | $17,881,479 | |
| 2 | USB |
US Bancorp De
|
190,991 | $11,535,856 | |
| 3 | TFC |
Truist Financial Corp
This page
|
188,800 | $9,406,015 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
30,363 | $7,475,977 | |
| 5 | MTB |
M&T Bank Corp
|
8,234 | $1,959,774 | |
| 6 | EWBC |
East West Bancorp Inc
|
12,212 | $1,576,447 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
697 | $1,450,310 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,200 | $1,364,153 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,406,015 | 188,800 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $9,447,477 | 205,514 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,518,840 | 173,112 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,877,506 | 259,788 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $9,656,498 | 224,622 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,617,056 | 209,406 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,592,840 | 198,083 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,395,659 | 172,917 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $70,940 | 1,826 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $54,065 | 1,387 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $20,785 | 563 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $13,933 | 487 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,584 | 184 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $6,854 | 201 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $344,670 | 8,010 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $399,261 | 9,170 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $448,308 | 9,452 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $458,929 | 8,094 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $264,938 | 4,525 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $40,468 | 690 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||