Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$548,568
+$77,054 QoQ
Shares Held
11,011
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#239
of 487 holders
Holding Since
Mar 2021
19 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 Jun 30, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. TFC ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp \De\
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
This page
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in TFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,568 | 11,011 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $471,514 | 10,257 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $472,120 | 9,594 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $439,643 | 9,616 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $456,983 | 10,630 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $456,106 | 11,084 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $479,218 | 11,047 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $443,311 | 10,365 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $397,085 | 10,221 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $427,766 | 10,974 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $451,014 | 12,216 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $339,400 | 11,863 | Shares | Sole | 2023-10-27 | |
| 2022-12-31 | $325,823 | 7,572 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $381,669 | 8,047 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $465,053 | 8,202 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $422,204 | 7,211 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $427,675 | 7,292 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $280,552 | 5,055 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $231,647 | 3,972 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||