Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,217,158
+$1,930,340 QoQ
Shares Held
787,177
-3.0% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#112
of 1,681 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, 2026Cetera Investment Advisers holds $414,022,364 across 130 Banks - Regional names. TFC ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
246,565 | $60,709,234 | |
| 2 | USB |
US Bancorp De
|
830,198 | $50,143,959 | |
| 3 | TFC |
Truist Financial Corp
This page
|
787,177 | $39,217,158 | |
| 4 | FITB |
Fifth Third Bancorp
|
426,011 | $24,014,240 | |
| 5 | MTB |
M&T Bank Corp
|
85,035 | $20,239,180 | |
| 6 | RF |
Regions Financial Corp
|
505,213 | $15,257,432 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
832,618 | $14,762,317 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
163,364 | $11,446,915 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,217,158 | 787,177 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||