Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$284,621
+$22,455 QoQ
Shares Held
5,713
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,205
of 1,656 holders
Holding Since
Mar 2025
6 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, 2026Joel Isaacson & Co., LLC holds $16,046,934 across 6 Banks - Regional names. TFC ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
48,502 | $11,942,162 | |
| 2 | HAPN |
Happen, Inc.
|
120,301 | $2,495,042 | |
| 3 | MTB |
M&T Bank Corp
|
2,544 | $605,497 | |
| 4 | MCB |
Metropolitan Bank Holding Corp.
|
4,868 | $480,763 | |
| 5 | TFC |
Truist Financial Corp
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|
5,713 | $284,621 | |
| 6 | BBT |
Beacon Financial Corp
|
7,844 | $238,849 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,621 | 5,713 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $262,166 | 5,703 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $292,651 | 5,947 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $303,123 | 6,630 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $212,886 | 4,952 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $213,157 | 5,180 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||