Position in TFC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$241,618
-$19,293 QoQ
Shares Held
5,256
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 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, 2026West Family Investments, Inc. holds $4,526,059 across 10 Banks - Regional names. TFC ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,580 | $1,180,522 | |
| 2 | KB |
KB Financial Group Inc.
|
6,269 | $625,207 | |
| 3 | WF |
Woori Financial Group Inc.
|
9,186 | $611,787 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
8,515 | $522,139 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
55,655 | $441,900 | |
| 6 | HDB |
Hdfc Bank Ltd
|
12,924 | $321,549 | |
| 7 | USB |
US Bancorp \De\
|
5,327 | $277,057 | |
| 8 | TFC |
Truist Financial Corp
This page
|
5,256 | $241,618 |
All Filings in TFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,618 | 5,256 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $260,911 | 5,302 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $302,437 | 6,615 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $282,401 | 6,569 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $216,284 | 5,256 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $228,005 | 5,256 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $226,766 | 5,302 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $202,525 | 5,213 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $203,202 | 5,213 | Shares | Sole | 2024-05-13 | |
| 2022-03-31 | $311,566 | 5,495 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $240,347 | 4,105 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $244,687 | 4,172 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $242,868 | 4,376 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||