Position in TFC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$4,454,906
-$125,019 QoQ
Shares Held
96,909
+4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,268,197 across 35 Banks - Regional names. TFC ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
25,061 | $5,214,943 | |
| 2 | RF |
Regions Financial Corp
|
171,587 | $4,481,852 | |
| 3 | TFC |
Truist Financial Corp
This page
|
96,909 | $4,454,906 | |
| 4 | HDB |
Hdfc Bank Ltd
|
169,711 | $4,222,409 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
183,562 | $2,872,745 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
31,897 | $1,321,173 | |
| 7 | BAP |
Credicorp Ltd
|
3,653 | $1,239,024 | |
| 8 | EWBC |
East West Bancorp Inc
|
11,143 | $1,189,626 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,454,906 | 96,909 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,579,925 | 93,069 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,477,771 | 97,939 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,965,440 | 92,241 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,533,838 | 85,877 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,527,835 | 81,324 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,276,139 | 76,599 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,865,537 | 73,759 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,703,925 | 69,367 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,743,488 | 74,309 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,302,904 | 80,493 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,398,621 | 79,032 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,685,954 | 78,767 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,571,386 | 59,758 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,681,558 | 38,621 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,810,592 | 38,174 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,875,806 | 33,083 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $2,066,815 | 35,300 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,797,153 | 30,642 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,362,525 | 24,550 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,490,134 | 25,551 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,216,655 | 25,384 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $980,967 | 25,781 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||