Position in TFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$370,380
-$682,277 QoQ
Shares Held
8,057
-65.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026River Wealth Advisors LLC holds $5,510,550 across 5 Banks - Regional names. TFC ranks #5 (6.7% of the industry book) .
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,380 | 8,057 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $1,052,657 | 23,024 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,041,561 | 24,228 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,153,846 | 28,040 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,368,899 | 31,556 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,500,628 | 35,086 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,527,892 | 39,328 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,900,002 | 48,743 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,085,020 | 56,474 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,756,654 | 61,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,899,818 | 62,597 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,137,012 | 62,669 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,327,449 | 54,089 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,627,160 | 60,339 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,011,235 | 63,488 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,770,209 | 66,494 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,868,164 | 66,066 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,877,351 | 66,110 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,711,285 | 66,870 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,052,948 | 69,495 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,520,170 | 73,444 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,998,910 | 78,815 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,776,253 | 100,566 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,118,972 | 101,134 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||