Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,521,098
+$1,601,951 QoQ
Shares Held
271,399
+4.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#238
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $31,172,561 across 47 Banks - Regional names. TFC ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
66,623 | $16,403,915 | |
| 2 | TFC |
Truist Financial Corp
This page
|
271,399 | $13,521,098 | |
| 3 | RF |
Regions Financial Corp
|
13,346 | $403,049 | |
| 4 | USB |
US Bancorp De
|
4,289 | $259,055 | |
| 5 | KEY |
Keycorp /New/
|
6,823 | $157,270 | |
| 6 | NKSH |
National Bankshares Inc
|
2,002 | $72,732 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
574 | $39,715 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
776 | $35,564 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,521,098 | 271,399 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,919,147 | 259,281 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,489,202 | 253,794 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,753,743 | 257,081 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,090,091 | 351,014 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,883,516 | 337,388 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,390,230 | 331,725 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,168,808 | 167,613 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,568,486 | 169,073 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,548,732 | 116,694 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,292,527 | 224,608 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,541,132 | 228,631 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,769,567 | 223,050 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,134,572 | 209,225 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,026,902 | 186,542 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,380,378 | 169,508 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,463,333 | 136,271 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,906,382 | 104,169 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,782,705 | 47,527 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,432,039 | 41,467 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,851,757 | 33,365 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,561,343 | 26,772 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $958,552 | 19,999 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $668,995 | 17,582 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $632,567 | 16,846 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $467,256 | 15,151 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||