Position in TFC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,629,498
-$150,969 QoQ
Shares Held
35,447
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026World Investment Advisors holds $31,992,824 across 37 Banks - Regional names. TFC ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
52,328 | $3,935,588 | |
| 2 | USB |
US Bancorp De
|
57,359 | $2,983,241 | |
| 3 | VLY |
Valley National Bancorp
|
199,243 | $2,446,704 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
11,567 | $2,406,977 | |
| 5 | PB |
Prosperity Bancshares Inc
|
27,245 | $1,830,319 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
40,414 | $1,805,293 | |
| 7 | TFC |
Truist Financial Corp
This page
|
35,447 | $1,629,498 | |
| 8 | FITB |
Fifth Third Bancorp
|
34,621 | $1,608,491 |
All Filings in TFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,629,498 | 35,447 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,780,467 | 36,181 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,259,220 | 27,542 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,029,051 | 23,937 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $970,563 | 23,586 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,071,095 | 24,691 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $619,566 | 14,486 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $471,289 | 12,131 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||