Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,620,382
-$1,722,357 QoQ
Shares Held
52,597
-44.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#491
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. TFC ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
This page
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,620,382 | 52,597 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,342,739 | 94,469 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,622,738 | 93,939 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,702,256 | 102,849 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,290,583 | 76,543 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,232,908 | 78,564 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,296,229 | 75,985 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,309,756 | 77,385 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,005,047 | 77,350 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,885,104 | 74,015 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,866,764 | 77,648 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,755,143 | 96,300 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,575,654 | 117,814 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $5,220,846 | 153,104 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $5,449,017 | 126,633 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $6,170,532 | 141,721 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $7,009,632 | 147,789 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $7,118,401 | 125,545 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $7,358,681 | 125,682 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $7,721,859 | 131,660 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $6,801,081 | 122,542 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $6,831,721 | 117,142 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $4,378,357 | 91,349 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,836,391 | 100,825 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,784,514 | 100,786 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,895,814 | 93,898 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||