Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$645,318
+$251,723 QoQ
Shares Held
12,953
+51.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#912
of 1,678 holders
Holding Since
Mar 2020
25 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, 2026Ellevest, Inc. holds $6,391,670 across 12 Banks - Regional names. TFC ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
177,187 | $1,033,000 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,690 | $662,331 | |
| 3 | FITB |
Fifth Third Bancorp
|
11,471 | $646,620 | |
| 4 | TFC |
Truist Financial Corp
This page
|
12,953 | $645,318 | |
| 5 | USB |
US Bancorp De
|
9,859 | $595,483 | |
| 6 | MTB |
M&T Bank Corp
|
2,266 | $539,330 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
55,740 | $533,989 | |
| 8 | NWG |
NatWest Group plc
|
26,348 | $464,515 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,318 | 12,953 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $393,595 | 8,562 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $429,652 | 8,731 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $431,276 | 9,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $358,407 | 8,337 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $473,636 | 11,510 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $379,401 | 8,746 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $426,459 | 9,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $448,445 | 11,543 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $494,071 | 12,675 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $431,779 | 11,695 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $296,685 | 10,370 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $40,749 | 1,195 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $141,955 | 3,299 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $169,109 | 3,884 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $318,966 | 6,725 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $408,807 | 7,210 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $401,653 | 6,860 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $344,040 | 5,866 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $233,877 | 4,214 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $191,114 | 3,277 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $57,180 | 1,193 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $121,379 | 3,190 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $144,267 | 3,842 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $128,140 | 4,155 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||