Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,419,137
-$8,761 QoQ
Shares Held
161,391
+6.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $34,868,694 across 153 Banks - Regional names. TFC ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
161,391 | $7,419,137 | |
| 2 | USB |
US Bancorp De
|
56,219 | $2,923,943 | |
| 3 | NU |
Nu Holdings Ltd.
|
156,861 | $2,254,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,188 | $2,120,014 | |
| 5 | FITB |
Fifth Third Bancorp
|
43,950 | $2,041,913 | |
| 6 | KEY |
Keycorp /New/
|
71,076 | $1,425,070 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,984 | $1,324,337 | |
| 8 | MTB |
M&T Bank Corp
|
6,390 | $1,320,936 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||