Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,040,590
+$101,377 QoQ
Shares Held
20,887
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#732
of 1,681 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, 2026Fort Sheridan Advisors LLC holds $8,197,601 across 9 Banks - Regional names. TFC ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
19,646 | $1,376,595 | |
| 2 | FHN |
First Horizon Corp
|
51,018 | $1,308,101 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
61,500 | $1,090,395 | |
| 4 | TFC |
Truist Financial Corp
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|
20,887 | $1,040,590 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,176 | $1,028,214 | |
| 6 | KEY |
Keycorp /New/
|
37,000 | $852,850 | |
| 7 | USB |
US Bancorp De
|
13,734 | $829,533 | |
| 8 | CNOB |
ConnectOne Bancorp, Inc.
|
11,828 | $395,528 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,590 | 20,887 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $939,213 | 20,431 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,096,300 | 22,278 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,018,275 | 22,272 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $991,951 | 23,074 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $919,867 | 22,354 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,130,482 | 26,060 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $889,829 | 20,805 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $808,041 | 20,799 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $868,552 | 22,282 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $822,393 | 22,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $822,966 | 28,765 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $887,403 | 29,239 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $995,583 | 29,196 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $757,930 | 17,614 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $794,169 | 18,240 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $794,499 | 16,751 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $848,912 | 14,972 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $881,997 | 15,064 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $853,298 | 14,549 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $798,589 | 14,389 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $831,001 | 14,249 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $427,966 | 8,929 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $286,059 | 7,518 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $280,611 | 7,473 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $234,106 | 7,591 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||