Position in TFC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$787,282
-$196,376 QoQ
Shares Held
17,126
-14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 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 Mar 31, 2026Legacy Advisors, LLC holds $11,639,747 across 10 Banks - Regional names. TFC ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
281,104 | $5,717,655 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
9,108 | $1,895,283 | |
| 3 | PFS |
Provident Financial Services Inc
|
51,689 | $1,093,739 | |
| 4 | TFC |
Truist Financial Corp
This page
|
17,126 | $787,282 | |
| 5 | STBA |
S&T Bancorp Inc
|
14,502 | $606,618 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
32,236 | $504,493 | |
| 7 | USB |
US Bancorp De
|
5,656 | $294,168 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,172 | $250,194 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $787,282 | 17,126 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $983,658 | 19,989 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $929,167 | 20,323 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $207,190 | 5,035 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $3,246,137 | 83,277 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,068,421 | 83,110 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $444,942 | 15,552 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||