Position in TFC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$678,011
-$146,108 QoQ
Shares Held
14,749
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026RKL Wealth Management LLC holds $7,114,718 across 9 Banks - Regional names. TFC ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPB |
Mid Penn Bancorp Inc
|
55,230 | $1,776,196 | |
| 2 | FULT |
Fulton Financial Corp
|
50,005 | $1,017,101 | |
| 3 | MTB |
M&T Bank Corp
|
4,625 | $956,080 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,575 | $952,011 | |
| 5 | TFC |
Truist Financial Corp
This page
|
14,749 | $678,011 | |
| 6 | ACNB |
Acnb Corp
|
13,405 | $641,697 | |
| 7 | FRAF |
Franklin Financial Services Corp /Pa/
|
9,229 | $471,417 | |
| 8 | ORRF |
Orrstown Financial Services Inc
|
12,594 | $454,391 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $678,011 | 14,749 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $824,119 | 16,747 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $477,225 | 10,438 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $546,187 | 12,705 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $531,123 | 12,907 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $559,775 | 12,904 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $361,320 | 8,448 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,520,239 | 39,131 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,481,707 | 38,012 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,373,350 | 37,198 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,041,432 | 36,401 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,114,118 | 36,709 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,234,556 | 36,204 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,532,943 | 35,625 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,597,264 | 36,685 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,716,207 | 36,184 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,979,907 | 34,919 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,771,137 | 30,250 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,246,160 | 55,348 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,057,772 | 55,095 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,175,174 | 54,444 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,631,788 | 54,909 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,135,670 | 56,128 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,061,307 | 54,895 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,649,354 | 53,481 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||