Position in TFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$28,341,395
+$3,037,344 QoQ
Shares Held
616,520
+19.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.32%
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, 2026AE Wealth Management LLC holds $212,162,774 across 29 Banks - Regional names. TFC ranks #5 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
629,481 | $32,739,276 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
511,610 | $30,681,216 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,897,133 | $29,690,099 | |
| 4 | KEY |
Keycorp /New/
|
1,431,619 | $28,703,932 | |
| 5 | TFC |
Truist Financial Corp
This page
|
616,520 | $28,341,395 | |
| 6 | RF |
Regions Financial Corp
|
1,051,239 | $27,458,332 | |
| 7 | FITB |
Fifth Third Bancorp
|
474,246 | $22,033,440 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
18,063 | $3,758,711 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,341,395 | 616,520 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $25,304,051 | 514,206 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $23,519,031 | 514,415 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $21,249,073 | 494,280 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $19,891,440 | 483,389 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $18,626,528 | 429,381 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,550,274 | 410,341 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $16,094,031 | 414,261 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $14,912,646 | 382,572 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $19,438,786 | 526,511 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,341,425 | 536,226 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,370,154 | 572,328 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,330,575 | 449,577 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,023,976 | 70,276 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,116,375 | 71,575 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,374,425 | 239,815 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,189,198 | 162,067 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,780,182 | 132,881 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,637,772 | 113,176 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,345,593 | 96,317 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,259,226 | 73,032 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,990,208 | 62,387 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,549,882 | 67,014 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,988,642 | 79,591 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,101,437 | 68,140 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||