Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$281,682
-$31,143 QoQ
Shares Held
5,654
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,231
of 1,681 holders
Holding Since
Mar 2020
22 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, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. TFC ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,682 | 5,654 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $312,825 | 6,805 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $268,735 | 5,461 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $241,858 | 5,290 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $226,772 | 5,275 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $216,366 | 5,258 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $430,631 | 9,927 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $429,324 | 10,038 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $374,863 | 9,649 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $214,818 | 5,511 | Shares | Sole | 2024-05-09 | |
| 2022-12-31 | $1,102,901 | 25,631 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,115,973 | 25,631 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,294,506 | 27,293 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,559,590 | 27,506 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,151,210 | 19,662 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,136,812 | 19,383 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $929,791 | 16,753 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,539,706 | 26,401 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,265,399 | 26,401 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,012,814 | 26,618 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $990,869 | 26,388 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $686,467 | 22,259 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||