Position in TFC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,059,884
-$531,419 QoQ
Shares Held
23,056
-28.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. TFC ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
295,417 | $8,785,701 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
104,053 | $4,309,875 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
60,575 | $2,164,950 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
9,183 | $1,910,890 | |
| 5 | USB |
US Bancorp De
|
26,489 | $1,377,692 | |
| 6 | JMSB |
John Marshall Bancorp, Inc.
|
64,141 | $1,300,779 | |
| 7 | TFC |
Truist Financial Corp
This page
|
23,056 | $1,059,884 | |
| 8 | MTB |
M&T Bank Corp
|
4,975 | $1,028,432 |
All Filings in TFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||