Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,928,837
+$829,053 QoQ
Shares Held
98,933
+10.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#377
of 1,685 holders
Holding Since
Mar 2021
22 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, 2026Merit Financial Group, LLC holds $115,541,771 across 71 Banks - Regional names. TFC ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
174,046 | $25,819,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
74,463 | $18,334,277 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
46,857 | $7,749,678 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
70,592 | $4,946,376 | |
| 5 | TFC |
Truist Financial Corp
This page
|
98,933 | $4,928,837 | |
| 6 | USB |
US Bancorp De
|
76,242 | $4,605,014 | |
| 7 | KEY |
Keycorp /New/
|
118,987 | $2,742,645 | |
| 8 | AX |
Axos Financial, Inc.
|
24,147 | $2,351,674 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,928,837 | 98,933 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,099,784 | 89,184 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $4,072,714 | 82,762 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,498,126 | 76,512 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,128,769 | 72,779 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,107,003 | 51,203 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,691,863 | 39,001 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $585,008 | 13,678 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,136,556 | 29,255 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $937,702 | 24,056 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $550,329 | 14,906 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $324,494 | 11,342 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $336,429 | 11,085 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $271,197 | 7,953 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $482,366 | 11,210 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $592,927 | 13,618 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $298,239 | 6,288 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $282,762 | 4,987 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $218,801 | 3,737 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $227,620 | 3,881 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $465,312 | 8,384 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $419,612 | 7,195 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||