Position in TFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$220,403
+$12,573 QoQ
Shares Held
4,424
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,334
of 1,678 holders
Holding Since
Mar 2020
25 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, 2026Newman Dignan & Sheerar, Inc. holds $1,505,066 across 2 Banks - Regional names. TFC ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
18,334 | $1,284,663 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,424 | $220,403 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,403 | 4,424 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $207,830 | 4,521 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $263,814 | 5,361 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $230,063 | 5,032 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $342,544 | 7,968 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $383,353 | 9,316 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $431,934 | 9,957 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $491,897 | 11,501 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $387,295 | 9,969 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $386,057 | 9,904 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $374,516 | 10,144 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $692,647 | 22,822 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,115,513 | 32,713 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,464,827 | 34,042 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,468,212 | 33,721 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,528,384 | 32,224 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,518,596 | 26,783 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,573,355 | 26,872 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,523,902 | 25,983 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,391,607 | 25,074 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,458,991 | 25,017 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,198,681 | 25,009 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $937,970 | 24,651 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $902,702 | 24,040 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $731,339 | 23,714 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||