Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$591,413
+$17,202 QoQ
Shares Held
11,871
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#940
of 1,681 holders
Holding Since
Mar 2020
18 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, 2026Moisand Fitzgerald Tamayo, LLC holds $1,677,639 across 13 Banks - Regional names. TFC ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
11,871 | $591,413 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,326 | $326,487 | |
| 3 | SSB |
SouthState Bank Corp
|
2,174 | $217,182 | |
| 4 | UCB |
United Community Banks Inc
|
4,064 | $142,605 | |
| 5 | SBSI |
Southside Bancshares Inc
|
3,807 | $133,968 | |
| 6 | FCF |
First Commonwealth Financial Corp /Pa/
|
4,692 | $95,388 | |
| 7 | STBA |
S&T Bancorp Inc
|
950 | $46,626 | |
| 8 | MTB |
M&T Bank Corp
|
132 | $31,417 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,413 | 11,871 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $574,211 | 12,491 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $688,743 | 13,996 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $672,632 | 14,712 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $632,468 | 14,712 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $605,398 | 14,712 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $685,620 | 15,805 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $723,454 | 16,915 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $657,147 | 16,915 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $701,250 | 17,990 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $710,673 | 19,249 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $550,713 | 19,249 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $585,572 | 19,294 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $657,925 | 19,294 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $945,971 | 21,984 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,077,353 | 24,744 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,171,473 | 24,699 | Shares | Sole | 2022-08-01 | |
| 2020-03-31 | $2,343 | 76 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||