Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,562,242
+$258,962 QoQ
Shares Held
51,430
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#496
of 1,678 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, 2026Capital Investment Advisors, LLC holds $7,953,686 across 11 Banks - Regional names. TFC ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
51,430 | $2,562,242 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,939 | $969,860 | |
| 3 | RF |
Regions Financial Corp
|
30,004 | $906,120 | |
| 4 | USB |
US Bancorp De
|
13,172 | $795,588 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
15,195 | $696,386 | |
| 6 | OZK |
Bank OZK
|
12,764 | $664,876 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,318 | $435,599 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
15,224 | $269,921 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,562,242 | 51,430 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,303,280 | 50,104 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,646,169 | 53,773 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,810,283 | 39,595 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,869,764 | 43,493 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,875,658 | 45,581 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,709,735 | 39,413 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,657,636 | 38,757 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,547,317 | 39,828 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,546,531 | 39,675 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,490,718 | 40,377 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,044,007 | 36,491 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,185,622 | 39,065 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,416,036 | 41,526 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,812,251 | 42,116 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,886,980 | 43,339 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,818,276 | 38,336 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,428,290 | 42,827 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,328,474 | 39,769 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,242,600 | 38,237 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,181,483 | 39,306 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,083,831 | 35,731 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,699,166 | 35,451 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,407,203 | 36,983 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,484,914 | 39,545 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,249,883 | 40,528 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||