Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,183,062
+$2,152,906 QoQ
Shares Held
43,819
+6579.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#540
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $31,136,317 across 46 Banks - Regional names. TFC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
114,043 | $6,585,983 | |
| 2 | FITB |
Fifth Third Bancorp
|
57,629 | $3,248,546 | |
| 3 | WABC |
Westamerica Bancorporation
|
37,972 | $2,227,817 | |
| 4 | TFC |
Truist Financial Corp
This page
|
43,819 | $2,183,062 | |
| 5 | MTB |
M&T Bank Corp
|
8,574 | $2,040,697 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,573 | $1,864,624 | |
| 7 | RF |
Regions Financial Corp
|
56,474 | $1,705,514 | |
| 8 | SRCE |
1St Source Corp
|
15,592 | $1,271,995 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,183,062 | 43,819 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,156 | 656 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,783,370 | 36,240 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,706,819 | 37,332 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,712,119 | 39,826 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,401,637 | 58,363 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,536,124 | 58,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,728,335 | 40,410 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,542,267 | 39,698 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,457,462 | 37,390 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,486,103 | 40,252 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,146,831 | 40,085 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,157,488 | 38,138 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $531,687 | 15,592 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,285,779 | 29,881 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $397,824 | 9,137 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $302,223 | 6,372 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $364,524 | 6,429 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $402,882 | 6,881 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $364,392 | 6,213 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $317,737 | 5,725 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $604,720 | 10,369 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $467,173 | 9,747 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $360,257 | 9,468 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $370,017 | 9,854 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $325,886 | 10,567 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||