Position in TFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$241,078
+$7,367 QoQ
Shares Held
4,839
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,301
of 1,681 holders
Holding Since
Mar 2021
18 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, 2026Belpointe Asset Management LLC holds $9,985,091 across 15 Banks - Regional names. TFC ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
27,569 | $1,931,759 | |
| 2 | NU |
Nu Holdings Ltd.
|
118,793 | $1,587,074 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
8,667 | $1,339,224 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,389 | $1,080,659 | |
| 5 | USB |
US Bancorp \De\
|
9,387 | $566,974 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,317 | $525,199 | |
| 7 | EWBC |
East West Bancorp Inc
|
3,911 | $504,870 | |
| 8 | WBS |
Webster Financial Corp
|
6,285 | $480,299 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,078 | 4,839 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $233,711 | 5,084 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $367,521 | 8,549 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,338,856 | 32,536 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $543,291 | 12,524 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $963,736 | 22,533 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $278,632 | 7,172 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $281,279 | 7,216 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $267,485 | 7,245 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $609,571 | 17,876 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $506,592 | 11,773 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $562,493 | 12,919 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $452,671 | 9,544 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $435,229 | 7,676 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $348,431 | 5,951 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $336,064 | 5,730 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $427,794 | 7,708 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $250,309 | 4,292 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||