Position in TFC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$328,501
+$689 QoQ
Shares Held
7,146
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FDx Advisors, Inc. holds $1,888,865 across 5 Banks - Regional names.
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,501 | 7,146 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $327,812 | 7,170 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $253,512 | 5,897 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $248,257 | 6,033 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $263,099 | 6,065 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $274,840 | 6,426 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $249,222 | 6,415 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $322,520 | 8,274 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $451,347 | 12,225 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $423,656 | 14,808 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,862,490 | 94,316 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $9,882 | 229,645 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $9,881,624 | 229,645 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,792,320 | 224,904 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,887,542 | 208,466 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,342,023 | 182,399 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $14,342,642 | 244,964 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $13,986,558 | 238,475 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $12,271,938 | 221,116 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $11,766,060 | 201,750 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,983,376 | 187,427 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $7,038,374 | 184,977 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,709,333 | 125,415 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,292,064 | 139,172 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||