Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$589,071
+$32,007 QoQ
Shares Held
11,824
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#943
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, 2026Shepherd Financial Partners LLC holds $2,423,707 across 5 Banks - Regional names. TFC ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
16,166 | $976,426 | |
| 2 | TFC |
Truist Financial Corp
This page
|
11,824 | $589,071 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,211 | $544,392 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
3,693 | $255,518 | |
| 5 | LYG |
Lloyds Banking Group plc
|
10,000 | $58,300 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,071 | 11,824 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $557,064 | 12,118 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $592,488 | 12,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $544,753 | 11,915 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $511,151 | 11,890 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $497,585 | 12,092 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $454,492 | 10,477 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $434,372 | 10,156 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $364,918 | 9,393 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $356,277 | 9,140 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $393,493 | 10,658 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $681,118 | 23,807 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $715,106 | 23,562 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $720,328 | 21,124 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $906,685 | 21,071 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $913,556 | 20,982 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $979,050 | 20,642 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,046,115 | 18,450 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,097,636 | 18,747 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,037,577 | 17,691 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $938,949 | 16,918 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $940,468 | 16,126 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $726,187 | 15,151 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $508,956 | 13,376 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $510,041 | 13,583 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $438,853 | 14,230 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||