Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$173,024
+$13,372 QoQ
Shares Held
3,473
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,397
of 1,681 holders
Holding Since
Dec 2020
23 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, 2026Johnson Financial Group, Inc. holds $8,847,215 across 13 Banks - Regional names. TFC ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
73,206 | $4,421,642 | |
| 2 | RF |
Regions Financial Corp
|
62,134 | $1,876,446 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
7,500 | $1,240,425 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,456 | $589,404 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,093 | $269,118 | |
| 6 | TFC |
Truist Financial Corp
This page
|
3,473 | $173,024 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
1,778 | $124,584 | |
| 8 | BFC |
Bank First Corp
|
665 | $98,652 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,024 | 3,473 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $159,652 | 3,473 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $182,026 | 3,699 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $252,602 | 5,525 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $159,535 | 3,711 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $65,798 | 1,599 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,132 | 418 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,344 | 312 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $31,546 | 812 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,651 | 812 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $105,258 | 2,851 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $86,687 | 3,030 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $71,413 | 2,353 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $221,922 | 6,508 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $166,181 | 3,862 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $168,151 | 3,862 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $182,605 | 3,850 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $252,371 | 4,451 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $251,823 | 4,301 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $434,772 | 7,413 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $411,421 | 7,413 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $432,326 | 7,413 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $355,305 | 7,413 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||