Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$688,412
+$53,199 QoQ
Shares Held
13,818
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#889
of 1,678 holders
Holding Since
Mar 2020
26 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, 2026Westover Capital Advisors, LLC holds $8,203,850 across 12 Banks - Regional names. TFC ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBOC |
International Bancshares Corp
|
41,517 | $3,153,216 | |
| 2 | FBP |
First Bancorp /Pr/
|
32,925 | $858,354 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,809 | $691,631 | |
| 4 | TFC |
Truist Financial Corp
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|
13,818 | $688,412 | |
| 5 | MTB |
M&T Bank Corp
|
2,356 | $560,751 | |
| 6 | WSFS |
Wsfs Financial Corp
|
6,115 | $469,203 | |
| 7 | USB |
US Bancorp De
|
7,500 | $453,000 | |
| 8 | RF |
Regions Financial Corp
|
11,514 | $347,722 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,412 | 13,818 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $635,213 | 13,818 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $492,985 | 10,018 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $458,022 | 10,018 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $430,673 | 10,018 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $430,675 | 10,466 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $530,016 | 12,218 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $522,563 | 12,218 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $272,649 | 7,018 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $275,315 | 7,063 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $260,765 | 7,063 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $201,957 | 7,059 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $589,002 | 19,407 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,082,163 | 31,735 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $1,171,663 | 27,229 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $3,799,387 | 87,262 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,234,740 | 89,284 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,153,877 | 108,534 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,423,754 | 109,714 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,645,572 | 113,309 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,125,868 | 110,376 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,566,423 | 112,593 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,292,238 | 110,416 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,899,820 | 102,492 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $3,744,974 | 99,733 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,081,933 | 99,933 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||