Position in TFC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,658,413
-$222,885 QoQ
Shares Held
36,076
-5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Heritage Wealth Advisors holds $3,914,246 across 13 Banks - Regional names. TFC ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
36,076 | $1,658,413 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,089 | $753,720 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,292 | $550,554 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,915 | $398,492 | |
| 5 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $304,869 | |
| 6 | RF |
Regions Financial Corp
|
3,437 | $89,774 | |
| 7 | CHCO |
City Holding Co
|
415 | $49,600 | |
| 8 | LNKB |
LINKBANCORP, Inc.
|
4,938 | $41,182 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,658,413 | 36,076 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,881,298 | 38,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,801,688 | 39,407 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,685,165 | 39,199 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,653,407 | 40,180 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,746,435 | 40,259 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,749,335 | 40,901 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,625,095 | 41,830 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,667,759 | 42,785 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,574,305 | 42,641 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,241,244 | 43,385 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,315,793 | 43,354 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,538,080 | 45,105 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,015,568 | 46,841 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $2,089,092 | 47,981 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $2,274,837 | 47,962 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,542,016 | 309,383 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,174,964 | 276,259 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $14,694,933 | 250,553 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,097,001 | 235,982 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,195,191 | 226,255 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,292,679 | 214,744 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,936,925 | 208,592 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,939,457 | 51,650 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,638,004 | 53,113 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||