Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,518,264
-$27,982 QoQ
Shares Held
30,475
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#620
of 1,656 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)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Prospera Financial Services Inc holds $30,295,865 across 24 Banks - Regional names. TFC ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,411 | $12,412,196 | |
| 2 | USB |
US Bancorp De
|
71,690 | $4,330,076 | |
| 3 | TFC |
Truist Financial Corp
This page
|
30,475 | $1,518,264 | |
| 4 | FITB |
Fifth Third Bancorp
|
25,784 | $1,453,444 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
42,293 | $1,427,811 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
108,831 | $1,042,600 | |
| 7 | RF |
Regions Financial Corp
|
33,271 | $1,004,784 | |
| 8 | EWBC |
East West Bancorp Inc
|
5,344 | $689,856 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,264 | 30,475 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,546,246 | 33,636 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,995,563 | 40,552 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,339,218 | 51,164 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,217,381 | 51,579 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,959,933 | 47,629 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,958,997 | 45,159 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,920,458 | 44,902 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,871,909 | 48,183 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,863,321 | 47,802 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,997,851 | 54,113 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,955,236 | 68,341 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,632,253 | 53,781 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,060,271 | 31,093 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,077,686 | 25,045 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,074,175 | 24,671 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $491,422 | 10,361 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,366,470 | 24,100 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,324,401 | 22,620 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,045,318 | 17,823 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $742,090 | 13,371 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $754,369 | 12,935 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $915,223 | 19,095 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $614,583 | 16,152 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $645,484 | 17,190 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $406,101 | 13,168 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||