Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,882
+$423 QoQ
Shares Held
98
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,628
of 1,681 holders
Holding Since
Mar 2020
9 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, 2026Darwin Wealth Management, LLC holds $108,513 across 7 Banks - Regional names. TFC ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
2,202 | $66,500 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
159 | $24,568 | |
| 3 | USB |
US Bancorp De
|
208 | $12,563 | |
| 4 | TFC |
Truist Financial Corp
This page
|
98 | $4,882 | |
| 5 | MTB |
M&T Bank Corp
|
0 | $0 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
0 | $0 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
0 | $0 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,882 | 98 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,459 | 97 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,724 | 96 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $31,775 | 695 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,084 | 95 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,868 | 94 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $4,077 | 94 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $4,020 | 94 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $31,857 | 1,033 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||