Position in TFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,677,363
+$464,244 QoQ
Shares Held
73,813
+5.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#425
of 1,685 holders
Holding Since
Mar 2020
26 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, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. TFC ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp De
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
This page
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,677,363 | 73,813 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,213,119 | 69,896 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,204,456 | 65,118 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,971,309 | 43,117 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,755,152 | 40,827 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,577,402 | 38,333 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,522,507 | 35,097 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,474,752 | 34,481 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,399,182 | 36,015 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,348,474 | 34,594 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,615,877 | 43,767 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $956,518 | 33,433 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,255,913 | 41,381 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,313,702 | 38,525 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,957,090 | 45,482 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,748,566 | 40,160 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,236,941 | 47,163 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,167,560 | 126,412 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,218,888 | 106,215 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $546,324 | 9,315 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,299,641 | 59,453 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,761,393 | 47,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $462,236 | 9,644 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $328,828 | 8,642 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $420,747 | 11,205 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $326,811 | 10,597 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||