Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,562,741
+$2,471,597 QoQ
Shares Held
513,102
+2.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#154
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Derivatives in TFC
reported options exposure · as of Mar 31, 2021CallValue
$5,832
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. TFC ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
This page
|
513,102 | $25,562,741 |
All Filings in TFC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,562,741 | 513,102 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,091,144 | 502,309 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $16,434,122 | 333,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,993,825 | 415,438 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,707,977 | 388,648 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,500,108 | 279,468 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,566,530 | 312,737 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,375,728 | 359,498 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $14,699,665 | 378,370 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $15,724,843 | 403,408 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,163,729 | 383,633 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,518,694 | 367,658 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,889,458 | 358,796 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $11,936,431 | 350,042 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,193,583 | 283,374 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,833,562 | 271,786 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,371,939 | 281,930 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,628,131 | 187,445 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,379,001 | 245,585 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,487,605 | 247,018 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,093,670 | 253,940 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,832 | 100 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $16,573,494 | 284,182 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,491,888 | 239,764 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $4,793 | 100 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $9,079,262 | 238,614 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,845,133 | 208,925 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,980,664 | 226,351 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||