Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$374,795
-$68,355 QoQ
Shares Held
7,523
-22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#298
of 487 holders
Holding Since
Jun 2020
23 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, 2026NWAM LLC holds $10,903,908 across 6 Banks - Regional names. TFC ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
121,100 | $7,314,440 | |
| 2 | HFWA |
Heritage Financial Corp /Wa/
|
49,474 | $1,465,419 | |
| 3 | AMAL |
Amalgamated Financial Corp.
|
27,204 | $1,248,663 | |
| 4 | TFC |
Truist Financial Corp
This page
|
7,523 | $374,795 | |
| 5 | KEY |
Keycorp /New/
|
11,398 | $262,723 | |
| 6 | SFBS |
ServisFirst Bancshares, Inc.
|
2,742 | $237,868 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,795 | 7,523 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $443,150 | 9,640 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $391,711 | 7,960 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $364,068 | 7,963 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $341,383 | 7,941 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $332,780 | 8,087 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $364,175 | 8,395 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $347,805 | 8,132 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $313,750 | 8,049 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $342,691 | 9,282 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246,475 | 8,615 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $259,796 | 8,560 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $285,655 | 8,377 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $390,884 | 9,084 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $386,678 | 8,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $436,545 | 9,204 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $500,377 | 8,825 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $421,794 | 7,204 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $396,415 | 6,759 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $351,315 | 6,330 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $370,332 | 6,350 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $305,745 | 6,379 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $235,964 | 6,284 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||