Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$671,667
+$17,814 QoQ
Shares Held
14,611
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $6,923,362 across 11 Banks - Regional names. TFC ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
12,277 | $1,658,131 | |
| 2 | UMBF |
Umb Financial Corp
|
8,379 | $945,067 | |
| 3 | USB |
US Bancorp De
|
16,445 | $855,304 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,780 | $786,580 | |
| 5 | TFC |
Truist Financial Corp
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|
14,611 | $671,667 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,803 | $501,907 | |
| 7 | MTB |
M&T Bank Corp
|
2,008 | $415,093 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
21,986 | $344,080 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $671,667 | 14,611 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $653,853 | 13,287 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,239 | 12,888 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $576,753 | 13,416 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $651,034 | 15,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $685,056 | 15,792 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $660,710 | 15,448 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $363,946 | 9,368 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $378,924 | 9,721 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $353,693 | 9,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $341,546 | 11,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $408,146 | 13,448 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $684,148 | 20,063 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $784,436 | 18,230 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $833,878 | 19,152 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $657,616 | 13,865 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $797,882 | 14,072 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $765,716 | 13,078 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $744,913 | 12,701 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $939,615 | 16,930 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,078,686 | 18,496 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $809,873 | 16,897 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $598,640 | 15,733 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $232,547 | 6,193 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $507,934 | 16,470 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||