Position in TFC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$214,724
+$4,598 QoQ
Shares Held
4,310
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,357
of 1,678 holders
Holding Since
Mar 2020
16 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 Jun 30, 2026Boltwood Capital Management holds $560,514 across 2 Banks - Regional names. TFC ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
5,725 | $345,790 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,310 | $214,724 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,724 | 4,310 | Shares | Sole | 2026-07-06 | |
| 2025-12-31 | $210,126 | 4,270 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $206,197 | 4,510 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $409,442 | 9,950 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $430,980 | 9,935 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $444,166 | 10,385 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $447,163 | 11,510 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $448,854 | 11,515 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $406,858 | 11,020 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $300,405 | 10,500 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $233,088 | 7,680 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $358,220 | 10,505 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $318,422 | 7,400 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $309,569 | 7,110 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $279,362 | 5,890 | Shares | Sole | 2022-07-07 | |
| 2020-03-31 | $423,309 | 13,726 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||