Position in TFC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$203,233
New position
Shares Held
4,421
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pure Financial Advisors, LLC holds $6,014,758 across 11 Banks - Regional names. TFC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MVBF |
Mvb Financial Corp
|
84,824 | $2,106,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,018 | $1,044,195 | |
| 3 | MTB |
M&T Bank Corp
|
4,742 | $980,266 | |
| 4 | USB |
US Bancorp De
|
10,924 | $568,157 | |
| 5 | EFSC |
Enterprise Financial Services Corp
|
6,134 | $331,910 | |
| 6 | WTFC |
Wintrust Financial Corp
|
2,268 | $315,115 | |
| 7 | NWG |
NatWest Group plc
|
16,468 | $245,373 | |
| 8 | TFC |
Truist Financial Corp
This page
|
4,421 | $203,233 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,233 | 4,421 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||