Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,697,118
+$126,553 QoQ
Shares Held
34,065
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#600
of 1,678 holders
Holding Since
Mar 2020
26 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, 2026PHYSICIANS FINANCIAL SERVICES, INC. holds $2,758,320 across 2 Banks - Regional names. TFC ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
34,065 | $1,697,118 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
510 | $1,061,202 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,118 | 34,065 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,570,565 | 34,165 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,688,641 | 34,315 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,600,154 | 34,999 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,502,199 | 34,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,462,594 | 35,543 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,595,733 | 36,785 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,560,463 | 36,485 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,454,349 | 37,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,435,516 | 36,827 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,359,652 | 36,827 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,083,231 | 37,862 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,164,256 | 38,361 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,345,620 | 39,461 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,672,188 | 38,861 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,692,007 | 38,861 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,902,464 | 40,111 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $2,277,639 | 40,170 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,357,867 | 40,271 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,410,045 | 41,092 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,291,706 | 41,292 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,475,625 | 42,449 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $1,957,988 | 40,851 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,670,737 | 43,909 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,700,714 | 45,292 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,406,612 | 45,610 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||