Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$210,339
New position
Shares Held
4,222
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,367
of 1,681 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Florida Trust Wealth Management Co holds $12,611,310 across 10 Banks - Regional names. TFC ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
19,329 | $4,759,185 | |
| 2 | MTB |
M&T Bank Corp
|
18,323 | $4,361,056 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
18,113 | $1,046,025 | |
| 4 | UMBF |
Umb Financial Corp
|
4,748 | $677,824 | |
| 5 | USB |
US Bancorp De
|
8,302 | $501,440 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,082 | $399,211 | |
| 7 | RF |
Regions Financial Corp
|
8,687 | $262,347 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,878 | $255,148 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,339 | 4,222 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||