Position in TFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$467,311
+$42,319 QoQ
Shares Held
9,380
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,028
of 1,678 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Calamos Wealth Management LLC holds $11,849,757 across 7 Banks - Regional names. TFC ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
428,831 | $5,729,182 | |
| 2 | KB |
KB Financial Group Inc.
|
41,908 | $4,398,663 | |
| 3 | TFC |
Truist Financial Corp
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|
9,380 | $467,311 | |
| 4 | NIC |
Nicolet Bankshares Inc
|
2,287 | $378,246 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,301 | $320,332 | |
| 6 | USB |
US Bancorp De
|
5,209 | $314,623 | |
| 7 | FNB |
Fnb Corp/Pa/
|
12,652 | $241,400 |
All Filings in TFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,311 | 9,380 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $424,992 | 9,245 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $528,220 | 10,734 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $432,785 | 9,466 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||