Position in TFC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,644,929
-$938,986 QoQ
Shares Held
57,536
-21.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Caprock Group, LLC holds $46,020,751 across 38 Banks - Regional names. TFC ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
87,723 | $4,562,473 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,879 | $4,552,801 | |
| 3 | MTB |
M&T Bank Corp
|
14,661 | $3,030,721 | |
| 4 | TFC |
Truist Financial Corp
This page
|
57,536 | $2,644,929 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
37,945 | $2,186,390 | |
| 6 | BPOP |
Popular, Inc.
|
15,974 | $2,143,231 | |
| 7 | NWG |
NatWest Group plc
|
142,962 | $2,130,133 | |
| 8 | LYG |
Lloyds Banking Group plc
|
388,654 | $1,954,929 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,644,929 | 57,536 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,583,915 | 72,829 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,971,675 | 43,125 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,721,962 | 41,846 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,665,661 | 38,397 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,659,604 | 38,803 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,517,830 | 39,069 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,242,799 | 31,883 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,358,471 | 36,795 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $939,323 | 32,832 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $554,858 | 18,282 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $733,900 | 21,522 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $619,804 | 14,404 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $925,660 | 21,260 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,213,259 | 25,580 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,336,532 | 23,572 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $794,230 | 13,565 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $693,829 | 11,830 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $508,935 | 9,170 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $494,845 | 8,485 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $400,934 | 8,365 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $492,481 | 12,943 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $381,132 | 10,150 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $319,132 | 10,348 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||