Position in TFC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$176,570
-$49,755 QoQ
Shares Held
3,841
-30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $856,096 across 7 Banks - Regional names. TFC ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
9,385 | $188,169 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
868 | $180,622 | |
| 3 | TFC |
Truist Financial Corp
This page
|
3,841 | $176,570 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,690 | $171,437 | |
| 5 | VLY |
Valley National Bancorp
|
6,269 | $76,983 | |
| 6 | CLBK |
Columbia Financial, Inc.
|
2,486 | $43,529 | |
| 7 | BKU |
BankUnited, Inc.
|
416 | $18,786 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,570 | 3,841 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $226,325 | 5,500 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $236,073 | 5,442 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $236,603 | 5,532 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $198,562 | 5,111 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,520 | 39 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,292 | 35 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $915 | 32 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $971 | 32 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $1,091 | 32 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $348 | 8 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $379 | 8 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $68,777 | 1,213 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $468 | 8 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $15,894 | 271 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,149,738 | 20,716 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,158,935 | 19,872 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||