Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,908,504
+$253,814 QoQ
Shares Held
38,308
+6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#571
of 1,678 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $7,399,968 across 10 Banks - Regional names. TFC ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
38,308 | $1,908,504 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
19,795 | $1,717,216 | |
| 3 | USB |
US Bancorp De
|
18,453 | $1,114,561 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,096 | $762,297 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
16,238 | $561,834 | |
| 6 | FITB |
Fifth Third Bancorp
|
8,980 | $506,202 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
2,578 | $398,352 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,165 | $236,731 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,908,504 | 38,308 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,654,690 | 35,995 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $208,699 | 4,241 | Shares | Sole | 2026-02-02 | |
| 2023-03-31 | $529,607 | 15,531 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $713,136 | 16,573 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $577,732 | 13,269 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $611,562 | 12,894 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $624,040 | 11,006 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $633,979 | 10,828 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $609,021 | 10,384 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $518,536 | 9,343 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $512,049 | 8,780 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $395,901 | 8,260 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $305,617 | 8,032 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $296,457 | 7,895 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $210,452 | 6,824 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||