Position in TFC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$90,147
-$7,239 QoQ
Shares Held
1,961
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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 Mar 31, 2026IMA Advisory Services, Inc. holds $176,453 across 21 Banks - Regional names. TFC ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
1,961 | $90,147 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
481 | $23,665 | |
| 3 | CCB |
Coastal Financial Corp
|
207 | $15,752 | |
| 4 | CFFN |
Capitol Federal Financial, Inc.
|
1,358 | $9,682 | |
| 5 | NWG |
NatWest Group plc
|
276 | $4,112 | |
| 6 | LYG |
Lloyds Banking Group plc
|
810 | $4,074 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
19 | $3,953 | |
| 8 | CIB |
Grupo Cibest S.A.
|
52 | $3,786 |
All Filings in TFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,147 | 1,961 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $97,386 | 1,979 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $89,656 | 1,961 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $84,303 | 1,961 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,695 | 1,961 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $83,871 | 1,961 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $56,104 | 1,961 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $59,516 | 1,961 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $66,870 | 1,961 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $84,381 | 1,961 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $85,381 | 1,961 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $93,010 | 1,961 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $111,188 | 1,961 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $114,816 | 1,961 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $115,012 | 1,961 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $108,835 | 1,961 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $114,365 | 1,961 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $93,990 | 1,961 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $74,616 | 1,961 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $73,635 | 1,961 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $60,477 | 1,961 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||