Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$517,380
+$30,788 QoQ
Shares Held
10,385
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#983
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fiduciary Group, LLC holds $3,958,788 across 6 Banks - Regional names. TFC ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
21,946 | $1,325,538 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
47,514 | $842,423 | |
| 3 | RF |
Regions Financial Corp
|
21,917 | $661,893 | |
| 4 | TFC |
Truist Financial Corp
This page
|
10,385 | $517,380 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,494 | $367,852 | |
| 6 | ABCB |
Ameris Bancorp
|
2,700 | $243,702 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,380 | 10,385 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $486,592 | 10,585 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $520,887 | 10,585 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $514,258 | 11,248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $574,260 | 13,358 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $564,454 | 13,717 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $595,043 | 13,717 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $592,278 | 13,848 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $556,681 | 14,329 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $586,259 | 15,040 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $578,868 | 15,679 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $477,071 | 16,675 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $522,869 | 17,228 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $489,812 | 14,364 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $545,276 | 12,672 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $720,935 | 16,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $751,670 | 15,848 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $942,070 | 16,615 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $975,150 | 16,655 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,014,469 | 17,297 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $999,555 | 18,010 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,000,013 | 17,147 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $747,995 | 15,606 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $653,318 | 17,170 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $861,171 | 22,934 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $725,079 | 23,511 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||