Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,174,380
+$162,748 QoQ
Shares Held
63,717
-2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#459
of 1,681 holders
Holding Since
Mar 2022
18 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, 2026Dakota Wealth Management holds $16,391,645 across 15 Banks - Regional names. TFC ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
56,256 | $3,941,857 | |
| 2 | TFC |
Truist Financial Corp
This page
|
63,717 | $3,174,380 | |
| 3 | USB |
US Bancorp \De\
|
31,731 | $1,916,552 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
32,070 | $1,654,170 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3,551 | $874,327 | |
| 6 | EWBC |
East West Bancorp Inc
|
6,364 | $821,528 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
21,055 | $674,812 | |
| 8 | CBSH |
Commerce Bancshares Inc /Mo/
|
10,955 | $632,651 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,174,380 | 63,717 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,011,632 | 65,513 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,270,201 | 66,454 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,574,538 | 56,311 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,756,733 | 64,125 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $5,486,323 | 133,325 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $6,566,473 | 151,371 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,415,200 | 149,993 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $3,186,710 | 82,026 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,919,945 | 100,563 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $4,191,269 | 113,523 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,399,010 | 118,805 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $3,638,873 | 119,897 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $3,941,482 | 115,586 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $4,977,623 | 115,678 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $5,185,264 | 119,092 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,644,501 | 119,007 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $6,250,323 | 110,235 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||