Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$90,094,189
+$21,462,359 QoQ
Shares Held
1,808,394
+21.1% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#68
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Derivatives in TFC
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$164
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. TFC ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp \De\
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in TFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,094,189 | 1,808,394 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $68,631,830 | 1,492,970 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $57,437,862 | 1,167,199 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,625,466 | 1,216,655 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $164 | 100 | Put | Sole | 2025-11-07 | |
| 2025-06-30 | $212,411,784 | 4,940,958 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $189,515,008 | 4,605,468 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $178,713,583 | 4,119,723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $166,883,878 | 3,901,891 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $120,211,340 | 3,094,243 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $118,731,793 | 3,045,967 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $80,668,427 | 2,184,952 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $85,230,191 | 2,979,035 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $89,221,017 | 2,939,737 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $91,270,423 | 2,676,552 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $73,182,971 | 1,700,743 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $76,211,849 | 1,750,387 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $80,665,576 | 1,700,729 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $83,375,138 | 1,470,461 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $83,242,291 | 1,421,730 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $42,496,147 | 724,572 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,958,449 | 665,918 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $32,620,533 | 559,337 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $25,525,169 | 532,551 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $17,321,006 | 455,217 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,850,981 | 422,130 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $13,217,530 | 428,584 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||