Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$301,460
+$284,522 QoQ
Shares Held
6,051
+1287.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,200
of 1,678 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Derivatives in TFC
reported options exposure · as of Jun 30, 2024CallValue
$543,900
CallShares
14,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Focused Wealth Management, Inc holds $1,446,062 across 5 Banks - Regional names. TFC ranks #3 (20.8% of the industry book) .
All Filings in TFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,460 | 6,051 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $543,900 | 14,000 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $16,938 | 436 | Shares | Sole | 2024-07-30 | |
| 2023-06-30 | $1,396 | 46 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,568 | 46 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,936 | 45 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,959 | 45 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,086 | 44 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,494 | 44 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,517 | 43 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,521 | 43 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,386 | 43 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,449 | 42 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||