Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,247,304
+$3,028,962 QoQ
Shares Held
85,253
+221.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#403
of 1,681 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $129,088,164 across 278 Banks - Regional names. TFC ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
114,053 | $28,082,129 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
170,540 | $11,949,737 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,790 | $5,805,404 | |
| 4 | USB |
US Bancorp De
|
89,189 | $5,387,015 | |
| 5 | BPOP |
Popular, Inc.
|
32,678 | $5,365,074 | |
| 6 | TFC |
Truist Financial Corp
This page
|
85,253 | $4,247,304 | |
| 7 | FULT |
Fulton Financial Corp
|
170,976 | $4,135,909 | |
| 8 | BFST |
Business First Bancshares, Inc.
|
110,128 | $3,384,233 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,247,304 | 85,253 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,218,342 | 26,503 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $726,979 | 14,773 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,899,333 | 63,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $444,645 | 10,343 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $578,280 | 14,053 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $319,406 | 7,363 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $152,346 | 3,562 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $136,129 | 3,504 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $114,171 | 2,929 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $104,409 | 2,828 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $82,310 | 2,877 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $89,228 | 2,940 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $97,901 | 2,871 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $123,280 | 2,865 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $254,665 | 5,849 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $435,549 | 9,183 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $520,619 | 9,182 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $240,933 | 4,115 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $203,574 | 3,471 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $192,585 | 3,470 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $164,399 | 3,430 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $130,511 | 3,430 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $128,796 | 3,430 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $167,461 | 5,430 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||