Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$223,342
+$6,503 QoQ
Shares Held
4,483
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,329
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, 2026Capital Analysts, LLC holds $4,560,966 across 17 Banks - Regional names. TFC ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
46,156 | $3,234,150 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,279 | $314,914 | |
| 3 | FITB |
Fifth Third Bancorp
|
4,643 | $261,725 | |
| 4 | TFC |
Truist Financial Corp
This page
|
4,483 | $223,342 | |
| 5 | USB |
US Bancorp De
|
2,244 | $135,537 | |
| 6 | ASB |
Associated Banc-Corp
|
2,836 | $87,263 | |
| 7 | FRME |
First Merchants Corp
|
1,800 | $78,642 | |
| 8 | RF |
Regions Financial Corp
|
2,569 | $77,583 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,342 | 4,483 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $216,839 | 4,717 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $224,249 | 4,557 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $229,240 | 5,014 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $224,581 | 5,278 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $226,900 | 5,514 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $249,914 | 5,814 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $194,434 | 4,598 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $138,111 | 3,555 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $141,886 | 3,640 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $140,849 | 3,815 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $105,570 | 3,690 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $32,262 | 1,063 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $44,091 | 1,293 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $55,637 | 1,293 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $58,300 | 1,339 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,326 | 1,293 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $73,313 | 1,293 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $72,016 | 1,230 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $72,139 | 1,230 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $68,265 | 1,230 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $73,249 | 1,256 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,023 | 230 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $37,441 | 984 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,949 | 984 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $32,011 | 1,038 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||