Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,241,248
+$1,208,741 QoQ
Shares Held
205,565
+4.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#276
of 1,685 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $101,446,980 across 55 Banks - Regional names. TFC ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,415 | $13,151,841 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
272,914 | $11,837,644 | |
| 3 | TFC |
Truist Financial Corp
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|
205,565 | $10,241,248 | |
| 4 | CATY |
Cathay General Bancorp
|
127,894 | $7,928,149 | |
| 5 | NRIM |
Northrim Bancorp Inc
|
210,662 | $5,843,763 | |
| 6 | FHN |
First Horizon Corp
|
198,859 | $5,098,744 | |
| 7 | USB |
US Bancorp De
|
84,243 | $5,088,277 | |
| 8 | UCB |
United Community Banks Inc
|
112,521 | $3,948,361 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,241,248 | 205,565 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,032,507 | 196,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,475,828 | 192,559 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,986,143 | 87,186 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,720,225 | 86,537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,234,924 | 78,613 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,392,055 | 78,194 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,064,384 | 71,648 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,980,144 | 50,969 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,269,960 | 58,234 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,108,943 | 57,122 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,886,771 | 65,948 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,344,140 | 44,288 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,349,166 | 39,565 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,648,134 | 38,302 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $602,680 | 13,842 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $250,217 | 4,413 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $257,795 | 4,403 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $254,247 | 4,335 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $205,239 | 3,698 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||