Position in TFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,694,962
-$1,138,292 QoQ
Shares Held
102,131
-13.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Colonial Trust Advisors holds $9,526,028 across 17 Banks - Regional names. TFC ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
102,131 | $4,694,962 | |
| 2 | PRK |
Park National Corp /Oh/
|
7,557 | $1,235,191 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,495 | $935,364 | |
| 4 | RF |
Regions Financial Corp
|
33,905 | $885,598 | |
| 5 | FBNC |
First Bancorp /Nc/
|
9,850 | $555,047 | |
| 6 | SSB |
SouthState Bank Corp
|
4,194 | $388,028 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
200 | $376,932 | |
| 8 | SFST |
Southern First Bancshares Inc
|
6,610 | $360,245 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,694,962 | 102,131 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,833,254 | 118,538 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,441,890 | 162,771 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,427,239 | 102,983 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,347,662 | 105,654 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,241,132 | 97,767 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,919,277 | 115,017 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,407,649 | 113,453 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,178,422 | 107,194 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,001,315 | 108,378 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,364,593 | 117,602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,720,151 | 122,575 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,203,097 | 123,258 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,331,632 | 123,905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,477,506 | 125,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,760,041 | 121,443 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,939,853 | 122,396 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,124,305 | 121,679 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,158,643 | 122,057 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,931,006 | 124,883 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,315,835 | 125,443 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,937,616 | 123,881 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,493,248 | 118,088 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,676,401 | 124,538 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,791,531 | 122,942 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||