Position in TFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$846,441
+$65,411 QoQ
Shares Held
16,990
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#795
of 1,678 holders
Holding Since
Sep 2023
12 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, 2026INSPIRION WEALTH ADVISORS, LLC holds $1,296,296 across 2 Banks - Regional names. TFC ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
16,990 | $846,441 | |
| 2 | WTFC |
Wintrust Financial Corp
|
2,799 | $449,855 |
All Filings in TFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,441 | 16,990 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $781,030 | 16,990 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $836,077 | 16,990 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $717,804 | 15,700 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $727,390 | 16,920 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $646,055 | 15,700 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $681,066 | 15,700 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $671,489 | 15,700 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $602,175 | 15,500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $604,190 | 15,500 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $572,260 | 15,500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $443,455 | 15,500 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||