Position in TFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,721,438
-$244,550 QoQ
Shares Held
37,447
-6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
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, 2026Mutual Advisors, LLC holds $39,685,139 across 20 Banks - Regional names. TFC ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
492,702 | $24,240,938 | |
| 2 | USB |
US Bancorp De
|
69,375 | $3,608,193 | |
| 3 | TFC |
Truist Financial Corp
This page
|
37,447 | $1,721,438 | |
| 4 | EFSC |
Enterprise Financial Services Corp
|
24,061 | $1,301,940 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
82,629 | $1,293,143 | |
| 6 | FFIN |
First Financial Bankshares Inc
|
25,903 | $762,843 | |
| 7 | BSRR |
Sierra Bancorp
|
20,951 | $710,657 | |
| 8 | BUSE |
First Busey Corp /Nv/
|
27,290 | $689,618 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,721,438 | 37,447 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,965,988 | 39,951 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,765,432 | 38,614 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,954,153 | 45,456 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,782,576 | 43,319 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,582,632 | 36,483 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,342,122 | 31,380 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,286,323 | 33,110 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,252,466 | 32,131 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,115,242 | 30,207 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $743,459 | 25,986 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $888,799 | 29,285 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $960,085 | 28,155 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $910,643 | 21,163 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $923,701 | 21,215 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $986,496 | 20,799 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,240,652 | 21,881 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,255,546 | 21,444 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,229,538 | 20,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,003,162 | 18,075 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $899,935 | 15,431 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,336,480 | 27,884 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,054,669 | 27,718 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,042,763 | 27,770 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $885,663 | 28,718 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||