Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$998,691
+$102,874 QoQ
Shares Held
20,046
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#744
of 1,681 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $47,309,373 across 52 Banks - Regional names. TFC ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
128,486 | $7,760,554 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
17,159 | $4,224,888 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
86,817 | $3,978,823 | |
| 4 | RF |
Regions Financial Corp
|
112,611 | $3,400,852 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,207 | $2,511,513 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
64,751 | $2,075,269 | |
| 7 | MTB |
M&T Bank Corp
|
6,925 | $1,648,219 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,943 | $1,406,036 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,691 | 20,046 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $895,817 | 19,487 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,074,943 | 21,844 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $935,849 | 21,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $684,159 | 16,626 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $617,991 | 14,246 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $616,700 | 14,419 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $346,308 | 8,914 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $243,625 | 6,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,429 | 8,354 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $235,431 | 8,229 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $241,261 | 83,494 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $317,061 | 9,298 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $385,290 | 8,954 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,068,313 | 22,524 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,124,644 | 19,835 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $619,459 | 10,580 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $679,049 | 11,578 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $702,186 | 12,652 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $883,139 | 15,143 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $725,756 | 15,142 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $617,285 | 16,223 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $879,533 | 23,423 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,732,376 | 283,151 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||