Position in TFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$308,335
+$31,090 QoQ
Shares Held
6,189
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,190
of 1,678 holders
Holding Since
Mar 2020
22 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, 2026Gradient Investments LLC holds $83,921,616 across 17 Banks - Regional names. TFC ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
959,843 | $22,124,381 | |
| 2 | USB |
US Bancorp De
|
279,287 | $16,868,934 | |
| 3 | NWG |
NatWest Group plc
|
349,922 | $6,169,124 | |
| 4 | LYG |
Lloyds Banking Group plc
|
1,038,552 | $6,054,758 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
598,687 | $5,735,421 | |
| 6 | KB |
KB Financial Group Inc.
|
52,942 | $5,556,792 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
160,989 | $5,434,988 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
46,256 | $4,666,305 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,335 | 6,189 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $277,245 | 6,031 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $328,329 | 6,672 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $303,397 | 6,636 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $240,675 | 6,195 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $85,639 | 2,197 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $107,068 | 2,900 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $78,934 | 2,759 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $81,975 | 2,701 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $93,809 | 2,751 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $144,666 | 3,362 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $12,555,716 | 288,372 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $12,831,475 | 270,535 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $12,929,868 | 228,040 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $13,125,739 | 224,180 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $12,792,620 | 218,118 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $11,721,544 | 211,199 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $10,853,585 | 186,104 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $192,918 | 4,025 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $156,613 | 4,116 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $145,956 | 3,887 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $77,439 | 2,511 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||