Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$406,531
+$34,266 QoQ
Shares Held
8,160
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,097
of 1,681 holders
Holding Since
Mar 2024
10 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $6,509,139 across 10 Banks - Regional names. TFC ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
16,010 | $1,615,088 | |
| 2 | SMBK |
Smartfinancial Inc.
|
23,048 | $1,081,412 | |
| 3 | RF |
Regions Financial Corp
|
27,765 | $838,503 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,302 | $813,018 | |
| 5 | USB |
US Bancorp \De\
|
7,720 | $466,288 | |
| 6 | FITB |
Fifth Third Bancorp
|
8,000 | $450,960 | |
| 7 | TFC |
Truist Financial Corp
This page
|
8,160 | $406,531 | |
| 8 | CHCO |
City Holding Co
|
3,000 | $397,920 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,531 | 8,160 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $372,265 | 8,098 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $398,502 | 8,098 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $370,240 | 8,098 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $348,133 | 8,098 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $333,232 | 8,098 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $365,042 | 8,415 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $346,351 | 8,098 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $314,607 | 8,098 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $315,660 | 8,098 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||