Position in TFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$485,794
+$53,815 QoQ
Shares Held
9,751
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,008
of 1,678 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names. TFC ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
23,475 | $1,417,890 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,969 | $731,027 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
52,359 | $501,599 | |
| 4 | TFC |
Truist Financial Corp
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|
9,751 | $485,794 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
11,431 | $483,645 | |
| 6 | LYG |
Lloyds Banking Group plc
|
65,773 | $383,456 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,816 | $359,851 | |
| 8 | UMBF |
Umb Financial Corp
|
2,191 | $312,786 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,794 | 9,751 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $431,979 | 9,397 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $234,239 | 4,760 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $201,853 | 4,415 | Shares | Sole | 2025-10-10 | |
| 2024-12-31 | $244,099 | 5,627 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $238,656 | 5,580 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $250,310 | 6,443 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $270,949 | 6,951 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $253,086 | 6,855 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||