Position in TFC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,231,805
-$964,045 QoQ
Shares Held
309,589
+0.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $290,662,619 across 44 Banks - Regional names. TFC ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,723,048 | $89,615,725 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
404,438 | $84,159,502 | |
| 3 | FITB |
Fifth Third Bancorp
|
816,413 | $37,930,547 | |
| 4 | TFC |
Truist Financial Corp
This page
|
309,589 | $14,231,805 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
223,355 | $13,394,598 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
722,621 | $11,309,018 | |
| 7 | WAFD |
Wafd Inc
|
200,139 | $6,284,364 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
55,396 | $3,672,200 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,231,805 | 309,589 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $15,195,850 | 308,796 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,235,972 | 311,373 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,902,063 | 323,379 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,639,906 | 331,468 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,877,087 | 319,896 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,781,348 | 322,220 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,318,945 | 317,090 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,154,743 | 594,016 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,460,858 | 716,708 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,230,243 | 707,104 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,911,124 | 787,846 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $31,504,614 | 923,889 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $25,025,644 | 581,586 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,838,782 | 455,645 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $21,028,896 | 443,367 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $24,154,426 | 426,004 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,810,327 | 423,746 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $25,525,300 | 435,214 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,708,373 | 535,286 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $23,997,571 | 411,481 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,660,095 | 368,456 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,478,268 | 327,944 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,007,894 | 293,153 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $17,447,267 | 565,735 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||