Position in TFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,419,508
-$201,507 QoQ
Shares Held
96,139
+2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Community Bank, N.A. holds $16,663,894 across 21 Banks - Regional names. TFC ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBU |
Community Financial System, Inc.
|
100,312 | $5,883,298 | |
| 2 | TFC |
Truist Financial Corp
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|
96,139 | $4,419,508 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
13,112 | $2,728,475 | |
| 4 | USB |
US Bancorp De
|
30,169 | $1,569,089 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
18,509 | $788,113 | |
| 6 | TMP |
Tompkins Financial Corp
|
3,500 | $275,940 | |
| 7 | MTB |
M&T Bank Corp
|
1,222 | $252,610 | |
| 8 | NWFL |
Norwood Financial Corp
|
5,497 | $161,721 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,419,508 | 96,139 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,621,015 | 93,904 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,279,345 | 93,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,965,998 | 92,254 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,456,970 | 84,009 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,588,610 | 82,725 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,835,185 | 89,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,541,954 | 91,170 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,694,718 | 94,785 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,496,508 | 94,705 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,601,993 | 90,947 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,776,842 | 91,494 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,882,881 | 84,542 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,654,864 | 61,698 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,484,827 | 57,070 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,523,512 | 53,205 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,845,773 | 50,190 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,784,345 | 47,555 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,711,682 | 46,235 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,109,943 | 38,017 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,199,947 | 37,722 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,678,124 | 35,012 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,100,291 | 28,917 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,045,842 | 27,852 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $866,510 | 28,097 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||