Position in TFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$265,988
-$58,480 QoQ
Shares Held
5,339
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,252
of 1,681 holders
Holding Since
Mar 2021
7 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, 2026Proficio Capital Partners LLC holds $5,528,440 across 14 Banks - Regional names. TFC ranks #9 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FVCB |
FVCBankcorp, Inc.
|
52,397 | $916,947 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
7,582 | $764,872 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
7,513 | $526,435 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
6,560 | $453,886 | |
| 5 | BPOP |
Popular, Inc.
|
2,738 | $449,524 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,813 | $384,048 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,519 | $374,008 | |
| 8 | VLY |
Valley National Bancorp
|
18,838 | $275,976 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,988 | 5,339 | Shares | Sole | 2026-08-17 | |
| 2022-06-30 | $324,468 | 6,841 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $549,649 | 9,694 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $318,863 | 5,446 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $318,352 | 5,428 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $362,082 | 6,524 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $481,664 | 8,259 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||