Position in TFC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$61,599
-$4,342 QoQ
Shares Held
1,340
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $4,514,106 across 35 Banks - Regional names. TFC ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WASH |
Washington Trust Bancorp Inc
|
47,098 | $1,575,899 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
23,925 | $1,434,782 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,283 | $1,099,339 | |
| 4 | TFC |
Truist Financial Corp
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|
1,340 | $61,599 | |
| 5 | BBT |
Beacon Financial Corp
|
1,893 | $56,790 | |
| 6 | CBU |
Community Financial System, Inc.
|
968 | $56,773 | |
| 7 | VLY |
Valley National Bancorp
|
4,400 | $54,032 | |
| 8 | AROW |
Arrow Financial Corp
|
1,322 | $44,379 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,599 | 1,340 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $65,941 | 1,340 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $61,264 | 1,340 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $57,606 | 1,340 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $55,141 | 1,340 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $55,352 | 1,276 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $12,922 | 350 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $10,015 | 330 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $19,561 | 345 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $20,199 | 345 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||