Position in TFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,032,426
+$1,001,925 QoQ
Shares Held
241,518
+0.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#251
of 1,678 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $19,050,422 across 11 Banks - Regional names. TFC ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
241,518 | $12,032,426 | |
| 2 | MTB |
M&T Bank Corp
|
11,663 | $2,775,910 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,418 | $1,087,799 | |
| 4 | USB |
US Bancorp De
|
11,292 | $682,036 | |
| 5 | WSFS |
Wsfs Financial Corp
|
8,669 | $665,172 | |
| 6 | KEY |
Keycorp /New/
|
24,876 | $573,391 | |
| 7 | CNOB |
ConnectOne Bancorp, Inc.
|
8,058 | $269,459 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
3,825 | $268,017 |
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,032,426 | 241,518 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,030,501 | 239,950 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,812,171 | 240,036 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,583,802 | 253,364 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,852,266 | 252,437 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,031,835 | 243,787 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,953,324 | 229,445 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,850,016 | 230,302 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,240,200 | 237,843 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,036,499 | 231,824 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,428,023 | 228,278 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,999,550 | 244,654 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,623,128 | 218,225 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,931,747 | 85,975 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,439,689 | 79,937 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||