Position in TFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,050,241
-$32,029 QoQ
Shares Held
349,146
+6.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.47%
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, 2026Independent Advisor Alliance holds $251,183,567 across 27 Banks - Regional names. TFC ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,757 | $206,498,568 | |
| 2 | TFC |
Truist Financial Corp
This page
|
349,146 | $16,050,241 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
31,442 | $6,542,765 | |
| 4 | USB |
US Bancorp De
|
82,196 | $4,275,013 | |
| 5 | FCCO |
First Community Corp /Sc/
|
101,116 | $2,955,620 | |
| 6 | SSB |
SouthState Bank Corp
|
27,320 | $2,527,645 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,131 | $2,131,550 | |
| 8 | GSBC |
Great Southern Bancorp, Inc.
|
23,779 | $1,501,168 |
All Filings in TFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,050,241 | 349,146 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,082,270 | 326,809 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,046,131 | 329,093 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,892,786 | 299,902 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,710,946 | 308,893 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,219,707 | 304,742 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,087,101 | 282,607 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,914,480 | 255,199 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,636,869 | 247,226 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,017,856 | 244,254 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,195,461 | 181,596 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,203,112 | 171,437 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,531,428 | 162,212 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,472,124 | 127,170 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,497,186 | 126,256 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $13,228,179 | 278,899 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,918,581 | 280,751 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $17,283,433 | 295,191 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,750,733 | 285,605 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,826,331 | 159,033 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,151,049 | 156,911 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,563,150 | 136,932 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,685,919 | 44,308 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,482,248 | 39,474 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,354,647 | 43,925 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||