Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$794,878
+$67,771 QoQ
Shares Held
15,955
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#824
of 1,678 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 2%
None 94%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $10,350,070 across 20 Banks - Regional names. TFC ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
37,807 | $1,276,364 | |
| 2 | NWG |
NatWest Group plc
|
72,046 | $1,270,170 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,788 | $889,969 | |
| 4 | HBCP |
Home Bancorp, Inc.
|
12,532 | $858,692 | |
| 5 | TFC |
Truist Financial Corp
This page
|
15,955 | $794,878 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,967 | $730,534 | |
| 7 | LYG |
Lloyds Banking Group plc
|
102,196 | $595,802 | |
| 8 | MTB |
M&T Bank Corp
|
2,492 | $593,120 |
All Filings in TFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,878 | 15,955 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $727,107 | 15,817 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $556,958 | 11,318 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $604,281 | 13,217 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $252,738 | 5,879 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $218,177 | 5,302 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $263,706 | 6,079 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $272,316 | 6,367 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $311,964 | 8,030 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $283,890 | 7,283 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $308,615 | 8,374 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $38,823 | 1,357 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||