Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,772,941
+$2,724,374 QoQ
Shares Held
973,960
+14.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 24.324731079060342.ToString("F0")%
Shared 0.ToString("F0")%
None 75.67526892093966.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $575,968,336 across 98 Banks - Regional names. TFC ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,080,398 | $224,820,019 | |
| 2 | TFC |
Truist Financial Corp
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|
973,960 | $44,772,941 | |
| 3 | USB |
US Bancorp De
|
810,820 | $42,170,748 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,856,528 | $41,048,307 | |
| 5 | FITB |
Fifth Third Bancorp
|
653,831 | $30,376,988 | |
| 6 | KEY |
Keycorp /New/
|
1,139,964 | $22,856,278 | |
| 7 | WAL |
Western Alliance Bancorporation
|
181,937 | $12,890,236 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
201,494 | $12,083,595 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,772,941 | 973,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,048,567 | 854,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,778,422 | 192,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,082,234 | 118,219 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,916,478 | 119,477 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,199,999 | 142,923 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $6,258,961 | 146,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,670,161 | 42,990 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $457,820 | 11,745 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||