Position in TFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$37,286,818
-$1,237,673 QoQ
Shares Held
811,112
+3.6% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $358,963,835 across 117 Banks - Regional names. TFC ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
241,892 | $50,335,306 | |
| 2 | USB |
US Bancorp De
|
825,796 | $42,949,649 | |
| 3 | TFC |
Truist Financial Corp
This page
|
811,112 | $37,286,818 | |
| 4 | FITB |
Fifth Third Bancorp
|
418,038 | $19,422,045 | |
| 5 | MTB |
M&T Bank Corp
|
80,509 | $16,642,820 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
866,240 | $13,556,656 | |
| 7 | RF |
Regions Financial Corp
|
462,596 | $12,083,007 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,970,659 | $9,912,414 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,286,818 | 811,112 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,524,491 | 782,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,556,809 | 777,708 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,841,824 | 554,590 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,697,160 | 527,270 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $20,588,972 | 474,619 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,398,376 | 453,551 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,680,558 | 429,358 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $17,312,850 | 444,147 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,762,200 | 128,987 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,561,000 | 124,467 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,328,213 | 142,610 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,092,613 | 120,018 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,627,876 | 107,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,994,698 | 45,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,249,415 | 47,426 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,065,864 | 36,435 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,900,533 | 32,460 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,893,339 | 32,282 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,499,554 | 27,019 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,374,135 | 23,562 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,102,102 | 22,994 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $291,843 | 7,670 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $313,054 | 8,337 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $252,980 | 8,203 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||