Position in TFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,667,946
+$221,990 QoQ
Shares Held
73,624
-1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#70
of 487 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $46,131,361 across 29 Banks - Regional names. TFC ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
103,967 | $7,284,967 | |
| 2 | FHN |
First Horizon Corp
|
235,926 | $6,049,142 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
50,171 | $5,061,250 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
220,180 | $3,903,791 | |
| 5 | USB |
US Bancorp \De\
|
62,807 | $3,793,542 | |
| 6 | TFC |
Truist Financial Corp
This page
|
73,624 | $3,667,946 | |
| 7 | RBCAA |
Republic Bancorp Inc /Ky/
|
39,346 | $3,558,058 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
10,970 | $2,701,033 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,667,946 | 73,624 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $3,445,956 | 74,961 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $4,430,080 | 90,024 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,954,504 | 86,494 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,435,158 | 79,906 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,712,237 | 65,911 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,921,035 | 67,336 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||