Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,026,293
+$607,156 QoQ
Shares Held
161,106
-0.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#300
of 1,681 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Advisory Services Network, LLC holds $36,045,948 across 30 Banks - Regional names. TFC ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
161,106 | $8,026,293 | |
| 2 | USB |
US Bancorp \De\
|
54,304 | $3,279,957 | |
| 3 | RF |
Regions Financial Corp
|
94,241 | $2,846,075 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
11,036 | $2,717,275 | |
| 5 | FITB |
Fifth Third Bancorp
|
45,526 | $2,566,296 | |
| 6 | NU |
Nu Holdings Ltd.
|
174,721 | $2,334,271 | |
| 7 | KEY |
Keycorp /New/
|
72,811 | $1,678,289 | |
| 8 | MTB |
M&T Bank Corp
|
6,847 | $1,629,651 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,026,293 | 161,106 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $7,419,137 | 161,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,427,898 | 150,943 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,590,761 | 144,155 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $6,022,292 | 140,086 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $6,375,942 | 154,944 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,568,901 | 151,427 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,694,191 | 179,897 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,988,995 | 179,897 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,491,427 | 115,224 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,252,066 | 169,341 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,906,555 | 171,498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,700,664 | 121,933 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,532,861 | 103,603 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,748,270 | 110,348 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,440,162 | 101,979 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,468,186 | 94,206 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,007,910 | 88,323 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $4,474,857 | 76,428 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,732,640 | 80,693 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,153,504 | 128,892 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,092,409 | 121,612 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $5,379,422 | 112,235 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,164,722 | 109,454 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,100,458 | 109,200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,368,220 | 109,216 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||