Position in TFC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,946,188
-$341,229 QoQ
Shares Held
107,596
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Verdence Capital Advisors LLC holds $24,817,113 across 19 Banks - Regional names. TFC ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
107,596 | $4,946,188 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
|
78,746 | $4,905,088 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
13,718 | $2,854,578 | |
| 4 | USB |
US Bancorp De
|
50,336 | $2,617,975 | |
| 5 | MTB |
M&T Bank Corp
|
8,450 | $1,746,784 | |
| 6 | CBNK |
Capital Bancorp Inc
|
38,741 | $1,152,157 | |
| 7 | MBIN |
Merchants Bancorp
|
25,849 | $1,109,180 | |
| 8 | WSFS |
Wsfs Financial Corp
|
14,000 | $916,440 |
All Filings in TFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,946,188 | 107,596 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,287,417 | 107,446 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,179,207 | 113,281 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,358,326 | 101,380 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,799,544 | 92,334 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,780,436 | 87,147 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,774,623 | 88,254 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,994,168 | 102,810 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,259,578 | 109,276 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,276,723 | 88,752 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,091,562 | 73,106 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,875,508 | 61,796 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,048,659 | 60,078 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,430,893 | 56,493 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,987,888 | 68,624 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,218,315 | 67,854 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,643,371 | 64,257 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,991,821 | 68,178 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,970,311 | 67,695 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,511,429 | 63,269 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,716,733 | 63,730 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,689,064 | 56,104 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,268,502 | 59,619 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,116,568 | 109,629 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,379,200 | 109,572 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||