Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,353,858
+$293,974 QoQ
Shares Held
27,175
+17.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#656
of 1,681 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. TFC ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp \De\
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
This page
|
27,175 | $1,353,858 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,858 | 27,175 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,059,884 | 23,056 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,591,303 | 32,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,164,351 | 25,467 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,189,662 | 27,673 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,260,547 | 30,633 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,457,698 | 33,603 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,116,125 | 26,096 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $961,226 | 24,742 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,023,147 | 26,248 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,016,776 | 27,540 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $898,239 | 31,396 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $668,215 | 22,017 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $782,288 | 22,941 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,047,909 | 24,353 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $874,109 | 20,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,083,775 | 22,850 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,332,393 | 23,499 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,759,954 | 30,059 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,110,109 | 35,978 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $968,031 | 17,442 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,197,614 | 37,682 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,448,828 | 30,228 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $377,417 | 9,919 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $317,297 | 8,450 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,116,839 | 36,214 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||