Position in TFC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,890,271
-$259,907 QoQ
Shares Held
62,873
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $34,340,007 across 20 Banks - Regional names. TFC ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
13,220 | $24,915,205 | |
| 2 | TFC |
Truist Financial Corp
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|
62,873 | $2,890,271 | |
| 3 | SSB |
SouthState Bank Corp
|
17,504 | $1,619,470 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
9,800 | $1,343,384 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,414 | $1,155,481 | |
| 6 | FCCO |
First Community Corp /Sc/
|
35,776 | $1,045,732 | |
| 7 | USB |
US Bancorp De
|
6,900 | $358,869 | |
| 8 | LYG |
Lloyds Banking Group plc
|
50,500 | $254,015 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,890,271 | 62,873 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,150,178 | 64,015 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $3,177,814 | 69,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,007,709 | 69,963 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,019,875 | 73,387 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,297,877 | 76,023 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,296,412 | 77,073 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $3,165,808 | 81,488 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $3,167,943 | 81,271 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,065,246 | 83,024 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,292,633 | 80,134 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $2,344,082 | 77,235 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $2,573,015 | 75,455 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $3,156,766 | 73,362 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $2,834,802 | 65,108 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $3,132,893 | 66,053 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $3,813,358 | 67,255 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $3,846,910 | 65,703 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $3,805,622 | 64,887 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $3,543,897 | 63,854 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $3,675,268 | 63,019 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $2,888,932 | 60,274 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $2,269,568 | 59,647 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $2,277,332 | 60,648 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $1,976,628 | 64,093 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||