Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$723,386
+$84,817 QoQ
Shares Held
14,520
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#859
of 1,678 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Klingman & Associates, LLC holds $32,069,941 across 8 Banks - Regional names. TFC ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
409,912 | $28,722,533 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
35,398 | $1,622,290 | |
| 3 | TFC |
Truist Financial Corp
This page
|
14,520 | $723,386 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
8,547 | $288,546 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,129 | $277,982 | |
| 6 | USB |
US Bancorp De
|
3,508 | $211,883 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
15,229 | $145,893 | |
| 8 | LYG |
Lloyds Banking Group plc
|
13,281 | $77,428 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,386 | 14,520 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $638,569 | 13,891 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $670,683 | 13,629 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $621,151 | 13,586 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $580,493 | 13,503 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $483,759 | 11,756 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $499,217 | 11,508 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $493,865 | 11,547 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $448,600 | 11,547 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $438,797 | 11,257 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $413,947 | 11,212 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $301,864 | 10,551 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $329,418 | 10,854 | Shares | Sole | 2023-07-31 | |
| 2022-06-30 | $206,794 | 4,360 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $251,407 | 4,434 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $255,278 | 4,360 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $257,297 | 4,387 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $249,694 | 4,499 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $366,541 | 6,285 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $216,068 | 4,508 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||