Position in TFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$357,408
+$27,160 QoQ
Shares Held
7,174
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#304
of 487 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, 2026Formidable Asset Management, LLC holds $9,747,038 across 7 Banks - Regional names. TFC ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBCAA |
Republic Bancorp Inc /Ky/
|
31,162 | $2,817,979 | |
| 2 | MBIN |
Merchants Bancorp
|
33,200 | $1,660,000 | |
| 3 | SYBT |
Stock Yards Bancorp, Inc.
|
18,703 | $1,430,218 | |
| 4 | USB |
US Bancorp \De\
|
23,211 | $1,401,944 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
5,281 | $1,300,287 | |
| 6 | FITB |
Fifth Third Bancorp
|
13,823 | $779,202 | |
| 7 | TFC |
Truist Financial Corp
This page
|
7,174 | $357,408 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,408 | 7,174 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $330,248 | 7,184 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $353,524 | 7,184 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $339,425 | 7,424 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $347,230 | 8,077 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $332,368 | 8,077 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $350,380 | 8,077 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $345,453 | 8,077 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $322,610 | 8,304 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $330,238 | 8,472 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $215,169 | 5,828 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 | $260,353 | 7,635 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $292,905 | 6,807 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $274,389 | 6,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $298,903 | 6,302 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $665,714 | 11,741 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $681,112 | 11,633 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $682,275 | 11,633 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $668,220 | 12,040 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $702,172 | 12,040 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $571,852 | 11,931 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $453,974 | 11,931 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $448,572 | 11,946 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $350,496 | 11,365 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||