Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,268
+$3,170 QoQ
Shares Held
728
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,503
of 1,678 holders
Holding Since
Mar 2023
14 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, 2026Winch Advisory Services, LLC holds $312,489 across 10 Banks - Regional names. TFC ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
515 | $85,175 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
4,048 | $71,771 | |
| 3 | TFC |
Truist Financial Corp
This page
|
728 | $36,268 | |
| 4 | BCML |
BayCom Corp
|
1,066 | $35,071 | |
| 5 | USB |
US Bancorp De
|
570 | $34,428 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
139 | $34,224 | |
| 7 | NU |
Nu Holdings Ltd.
|
600 | $8,016 | |
| 8 | NWG |
NatWest Group plc
|
335 | $5,906 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,268 | 728 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $33,098 | 720 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $35,037 | 712 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,186 | 704 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,964 | 697 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $28,270 | 687 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $29,498 | 680 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $54,446 | 1,273 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $49,145 | 1,265 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $55,585 | 1,426 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,204 | 1,414 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $40,082 | 1,401 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $44,432 | 1,464 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $26,427 | 775 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||