Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$236,645
+$18,288 QoQ
Shares Held
4,750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,309
of 1,681 holders
Holding Since
Mar 2020
24 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, 2026Cornerstone Management, Inc. holds $1,027,383 across 3 Banks - Regional names. TFC ranks #3 (23.0% of the industry book) .
All Filings in TFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,645 | 4,750 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $218,357 | 4,750 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $233,747 | 4,750 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $305,318 | 6,678 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $287,087 | 6,678 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $274,799 | 6,678 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $289,691 | 6,678 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $253,968 | 5,938 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $214,490 | 5,521 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $215,208 | 5,521 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $203,835 | 5,521 | Shares | Sole | 2024-01-19 | |
| 2023-03-31 | $188,266 | 5,521 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $237,568 | 5,521 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $240,384 | 5,521 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $261,861 | 5,521 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $318,824 | 5,623 | Shares | Sole | 2023-05-09 | |
| 2021-12-31 | $388,654 | 6,638 | Shares | Sole | 2023-05-09 | |
| 2021-09-30 | $876,934 | 14,952 | Shares | Sole | 2023-05-26 | |
| 2021-06-30 | $829,836 | 14,952 | Shares | Sole | 2023-05-26 | |
| 2021-03-31 | $872,000 | 14,952 | Shares | Sole | 2023-05-26 | |
| 2020-12-31 | $711,760 | 14,850 | Shares | Sole | 2023-05-26 | |
| 2020-09-30 | $565,042 | 14,850 | Shares | Sole | 2023-05-26 | |
| 2020-06-30 | $557,617 | 14,850 | Shares | Sole | 2023-05-26 | |
| 2020-03-31 | $457,974 | 14,850 | Shares | Sole | 2023-05-26 | |
| No filing history on record for this holder in this stock. | ||||||