Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$244,466
+$21,623 QoQ
Shares Held
4,907
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,291
of 1,678 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NIXON PEABODY TRUST CO holds $1,269,609 across 2 Banks - Regional names. TFC ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBBK |
NB Bancorp, Inc.
|
48,516 | $1,025,143 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,907 | $244,466 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,466 | 4,907 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $222,843 | 5,137 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||