Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,632
-$15,845 QoQ
Shares Held
374
-50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,553
of 1,681 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JNBA Financial Advisors holds $1,018,828 across 19 Banks - Regional names. TFC ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,877 | $294,570 | |
| 2 | UMBF |
Umb Financial Corp
|
1,841 | $262,821 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
697 | $171,615 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
9,670 | $171,449 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,000 | $57,240 | |
| 6 | TFC |
Truist Financial Corp
This page
|
374 | $18,632 | |
| 7 | RF |
Regions Financial Corp
|
230 | $6,946 | |
| 8 | FHN |
First Horizon Corp
|
224 | $5,743 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,632 | 374 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $34,477 | 750 | Shares | Sole | 2026-04-23 | |
| 2023-09-30 | $1,201 | 42 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $1,364 | 40 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $3,572 | 63 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $16,862 | 288 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,694 | 63 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,496 | 63 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,674 | 63 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,019 | 63 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||