Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$201,222
-$91,724 QoQ
Shares Held
4,039
-43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,378
of 1,678 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,974,474 across 16 Banks - Regional names. TFC ranks #14 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,222 | 4,039 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $292,946 | 7,119 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $325,697 | 7,508 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $317,096 | 7,414 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $228,010 | 5,869 | Shares | Defined | 2024-08-09 | |
| 2022-12-31 | $223,756 | 5,200 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||