Position in TFC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,408,987
-$1,212,643 QoQ
Shares Held
226,430
-4.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Modera Wealth Management, LLC holds $45,732,169 across 12 Banks - Regional names. TFC ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
146,656 | $30,517,647 | |
| 2 | TFC |
Truist Financial Corp
This page
|
226,430 | $10,408,987 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
73,045 | $1,143,154 | |
| 4 | FBNC |
First Bancorp /Nc/
|
12,227 | $688,991 | |
| 5 | WSFS |
Wsfs Financial Corp
|
10,214 | $668,608 | |
| 6 | USB |
US Bancorp De
|
11,818 | $614,654 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
7,200 | $448,488 | |
| 8 | FVCB |
FVCBankcorp, Inc.
|
21,438 | $325,643 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,408,987 | 226,430 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,621,630 | 236,164 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,898,505 | 238,375 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,478,210 | 243,736 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,803,946 | 238,249 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,365,130 | 238,938 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,284,827 | 287,230 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,009,157 | 283,376 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,396,784 | 266,721 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,332,194 | 252,768 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,774,098 | 201,821 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $4,298,470 | 141,630 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $498,030 | 14,605 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $640,415 | 14,883 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $645,045 | 14,815 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $810,388 | 17,086 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $980,286 | 17,289 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,357,540 | 23,186 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $991,771 | 16,910 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $868,353 | 15,646 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $946,766 | 16,234 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $797,555 | 16,640 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $608,343 | 15,988 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $600,349 | 15,988 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $617,879 | 20,035 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||