Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$62,324
+$4,816 QoQ
Shares Held
1,251
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,468
of 1,681 holders
Holding Since
Sep 2021
20 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, 2026Clearstead Trust, LLC holds $560,942 across 26 Banks - Regional names. TFC ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
356 | $87,654 | |
| 2 | TFC |
Truist Financial Corp
This page
|
1,251 | $62,324 | |
| 3 | MTB |
M&T Bank Corp
|
219 | $52,124 | |
| 4 | RF |
Regions Financial Corp
|
1,430 | $43,186 | |
| 5 | USB |
US Bancorp \De\
|
602 | $36,360 | |
| 6 | CAC |
Camden National Corp
|
540 | $29,278 | |
| 7 | FITB |
Fifth Third Bancorp
|
513 | $28,917 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
321 | $22,209 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,324 | 1,251 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $57,508 | 1,251 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $109,541 | 2,226 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $106,070 | 2,320 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $122,994 | 2,861 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $75,962 | 1,846 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $80,079 | 1,846 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $78,953 | 1,846 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $71,717 | 1,846 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $71,957 | 1,846 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $68,154 | 1,846 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $52,814 | 1,846 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $56,026 | 1,846 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $62,948 | 1,846 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $79,433 | 1,846 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $86,513 | 1,987 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $87,555 | 1,846 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $104,668 | 1,846 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $123,716 | 2,113 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $123,927 | 2,113 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||