Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,098,281
+$206,601 QoQ
Shares Held
22,045
+13.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#712
of 1,681 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, 2026NewSquare Capital LLC holds $1,213,911 across 2 Banks - Regional names. TFC ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
22,045 | $1,098,281 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
12,070 | $115,630 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,281 | 22,045 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $891,680 | 19,397 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $927,362 | 18,845 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,029,797 | 22,524 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $861,433 | 20,038 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $864,026 | 20,997 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $890,678 | 20,532 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $874,646 | 20,450 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $15,268 | 393 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $15,319 | 393 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,509 | 393 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,243 | 393 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $11,927 | 393 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $280,984 | 8,240 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $354,567 | 8,240 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $363,863 | 8,357 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $396,372 | 8,357 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $473,841 | 8,357 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $501,012 | 8,557 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $501,868 | 8,557 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $477,966 | 8,612 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $20,703 | 355 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $17,015 | 355 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $13,507 | 355 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $13,330 | 355 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,019 | 487 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||