Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,183,959
+$234,464 QoQ
Shares Held
43,837
+3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#58
of 257 holders
Holding Since
Mar 2020
26 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, 2026SeaCrest Wealth Management, LLC holds $11,656,036 across 17 Banks - Regional names. TFC ranks #1 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
|
6,665 | $665,833 | |
| 8 | CLBK |
Columbia Financial, Inc.
|
24,100 | $511,402 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,183,959 | 43,837 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,949,495 | 42,408 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,267,941 | 46,087 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,120,036 | 46,370 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,104,489 | 48,953 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,984,705 | 48,231 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,046,408 | 47,174 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,041,283 | 47,727 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,872,298 | 48,193 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,869,519 | 47,961 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,798,410 | 48,711 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,414,163 | 49,429 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,469,122 | 48,406 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,162,332 | 34,086 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,397,614 | 32,480 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,413,787 | 32,471 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,572,162 | 33,147 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,790,642 | 31,581 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,836,654 | 31,369 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,818,560 | 31,007 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,747,306 | 31,483 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,772,228 | 30,388 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,391,312 | 29,028 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,169,010 | 30,723 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,181,736 | 31,471 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $984,813 | 31,933 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||