Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,032,507
-$443,321 QoQ
Shares Held
196,487
+2.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 1.54972084667179.ToString("F0")%
Shared 0.ToString("F0")%
None 98.45027915332821.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Waverly Advisors, LLC holds $85,766,982 across 46 Banks - Regional names. TFC ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,424 | $10,492,730 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
136,429 | $9,936,124 | |
| 3 | TFC |
Truist Financial Corp
This page
|
196,487 | $9,032,507 | |
| 4 | CATY |
Cathay General Bancorp
|
127,850 | $6,374,601 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,949 | $5,557,861 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
210,448 | $4,815,050 | |
| 7 | FHN |
First Horizon Corp
|
193,603 | $4,406,404 | |
| 8 | USB |
US Bancorp De
|
82,115 | $4,270,801 |
All Filings in TFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||