Position in TFC
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$510,035
-$116,652 QoQ
Shares Held
11,095
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,989,735 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
93,814 | $2,162,409 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,797 | $688,675 | |
| 3 | FITB |
Fifth Third Bancorp
|
8,437 | $475,591 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,066 | $354,972 | |
| 5 | USB |
US Bancorp De
|
3,753 | $226,680 | |
| 6 | LYG |
Lloyds Banking Group plc
|
13,964 | $81,408 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,035 | 11,095 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $626,687 | 12,735 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $628,648 | 13,750 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $714,878 | 16,629 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $751,768 | 18,269 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $984,161 | 22,687 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,032,632 | 26,580 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,067,233 | 27,379 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $768,932 | 20,827 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $605,415 | 21,161 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $348,660 | 11,488 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $441,219 | 12,939 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $810,728 | 18,841 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $788,378 | 18,107 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $216,659 | 4,568 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $240,010 | 4,233 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $207,675 | 3,547 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $660,750 | 11,266 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $489,121 | 8,813 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $507,907 | 8,709 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $344,472 | 7,187 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $308,623 | 8,111 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $381,658 | 10,164 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $727,268 | 23,582 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||