Position in TFC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$613,239
-$67,040 QoQ
Shares Held
13,340
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Aviance Capital Partners, LLC holds $4,992,831 across 9 Banks - Regional names. TFC ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
26,728 | $1,226,547 | |
| 2 | MTB |
M&T Bank Corp
|
4,505 | $931,273 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
37,167 | $783,108 | |
| 4 | TFC |
Truist Financial Corp
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|
13,340 | $613,239 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
14,493 | $479,283 | |
| 6 | ALRS |
Alerus Financial Corp
|
13,111 | $310,861 | |
| 7 | FFWM |
First Foundation Inc.
|
45,680 | $269,512 | |
| 8 | USB |
US Bancorp De
|
3,881 | $201,850 |
All Filings in TFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $613,239 | 13,340 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $680,279 | 13,824 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $672,769 | 14,715 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $604,310 | 14,057 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $532,439 | 12,939 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $506,374 | 11,673 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $366,966 | 8,580 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $333,255 | 8,578 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $331,524 | 8,505 | Shares | Sole | 2024-04-18 | |
| 2022-12-31 | $234,427 | 5,448 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $231,850 | 5,325 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $256,122 | 5,400 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $306,066 | 5,398 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $306,743 | 5,239 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $312,897 | 5,335 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $304,029 | 5,478 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $319,476 | 5,478 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $248,277 | 5,180 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||