Position in TFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$528,884
+$51,744 QoQ
Shares Held
11,505
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Checchi Capital Advisers, LLC holds $6,055,945 across 16 Banks - Regional names. TFC ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,684 | $974,693 | |
| 2 | FITB |
Fifth Third Bancorp
|
16,762 | $778,762 | |
| 3 | USB |
US Bancorp \De\
|
11,595 | $603,055 | |
| 4 | RF |
Regions Financial Corp
|
23,083 | $602,927 | |
| 5 | TFC |
Truist Financial Corp
This page
|
11,505 | $528,884 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
63,824 | $506,762 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
24,396 | $381,797 | |
| 8 | MTB |
M&T Bank Corp
|
1,753 | $362,380 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $528,884 | 11,505 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $477,140 | 9,696 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $474,985 | 10,389 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $501,263 | 11,660 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $549,599 | 13,356 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $564,200 | 13,006 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $538,132 | 12,582 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $441,452 | 11,363 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $422,387 | 10,836 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $358,603 | 9,713 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $278,060 | 9,719 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $269,599 | 8,883 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $409,779 | 12,017 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $592,996 | 13,781 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $693,679 | 15,932 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $764,097 | 16,110 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $667,018 | 11,764 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $643,991 | 10,999 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $613,420 | 10,459 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $580,252 | 10,455 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $614,226 | 10,532 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $507,722 | 10,593 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $404,205 | 10,623 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $400,921 | 10,677 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $331,221 | 10,740 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||