Position in TFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$215,720
+$5,545 QoQ
Shares Held
4,330
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,356
of 1,681 holders
Holding Since
Mar 2020
24 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, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. TFC ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
This page
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
103 | $214,321 |
All Filings in TFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,720 | 4,330 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $210,175 | 4,271 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $343,677 | 7,517 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $295,427 | 6,872 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $644,019 | 14,846 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,114,163 | 49,431 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,119,772 | 54,563 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,573,140 | 91,666 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,360,089 | 91,010 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,622,564 | 91,666 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,547,518 | 83,938 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,181,615 | 63,977 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,340,814 | 31,160 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,599,658 | 36,740 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,015,902 | 21,419 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,633,808 | 28,815 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,816,162 | 31,019 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,932,400 | 32,948 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,536,573 | 27,686 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,309,866 | 22,460 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,004,995 | 20,968 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,182,098 | 31,067 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,110,014 | 29,561 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,095,280 | 35,515 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||