Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,332,048
-$332,068 QoQ
Shares Held
86,954
-14.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#401
of 1,689 holders
Holding Since
Dec 2023
11 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, 2026Motley Fool Asset Management LLC holds $6,396,142 across 2 Banks - Regional names. TFC ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
86,954 | $4,332,048 | |
| 2 | LOB |
Live Oak Bancshares, Inc.
|
50,541 | $2,064,094 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,332,048 | 86,954 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,664,116 | 101,460 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,945,109 | 120,811 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,071,091 | 89,044 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,885,789 | 67,127 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,498,586 | 60,719 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,645,312 | 60,980 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,305,260 | 53,899 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,019,889 | 51,992 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,536,981 | 39,430 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,355,850 | 36,724 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||