Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,746,191
+$145,148 QoQ
Shares Held
35,050
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#594
of 1,681 holders
Holding Since
Jun 2020
25 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, 2026Berkeley Capital Partners, LLC holds $12,126,462 across 5 Banks - Regional names. TFC ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COSO |
CoastalSouth Bancshares, Inc.
|
356,390 | $9,569,071 | |
| 2 | TFC |
Truist Financial Corp
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|
35,050 | $1,746,191 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,461 | $359,727 | |
| 4 | FHN |
First Horizon Corp
|
8,972 | $230,042 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,195 | $221,431 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,746,191 | 35,050 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,601,043 | 34,828 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,471,477 | 29,902 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,756,150 | 38,411 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,671,709 | 38,886 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,564,070 | 38,009 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,569,705 | 36,185 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,567,691 | 36,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,405,554 | 36,179 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,345,589 | 34,520 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,303,054 | 35,294 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,167,173 | 40,796 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,209,781 | 39,861 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $901,263 | 26,430 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $977,942 | 22,727 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $953,134 | 21,891 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,128,454 | 23,792 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,033,754 | 18,232 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $505,286 | 8,630 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $387,265 | 6,603 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $364,579 | 6,569 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $404,390 | 6,934 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $320,220 | 6,681 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $260,147 | 6,837 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $261,610 | 6,967 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||