Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$318,897
+$13,289 QoQ
Shares Held
6,401
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,181
of 1,681 holders
Holding Since
Mar 2020
19 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, 2026Kovack Advisors, Inc. holds $14,398,768 across 10 Banks - Regional names. TFC ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBOC |
International Bancshares Corp
|
138,943 | $10,552,720 | |
| 2 | USB |
US Bancorp De
|
22,390 | $1,352,356 | |
| 3 | TFSL |
TFS Financial CORP
|
24,484 | $433,856 | |
| 4 | ONB |
Old National Bancorp /In/
|
13,831 | $358,222 | |
| 5 | HWC |
Hancock Whitney Corp
|
4,600 | $343,712 | |
| 6 | TFC |
Truist Financial Corp
This page
|
6,401 | $318,897 | |
| 7 | FNB |
Fnb Corp/Pa/
|
14,192 | $270,783 | |
| 8 | ASB |
Associated Banc-Corp
|
8,714 | $268,129 |
All Filings in TFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,897 | 6,401 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $305,608 | 6,648 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $291,864 | 5,931 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $280,581 | 6,468 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $290,622 | 6,795 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $322,299 | 8,296 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $360,565 | 9,250 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $345,681 | 9,363 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $257,547 | 9,002 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $259,158 | 8,539 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $273,584 | 8,023 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $384,774 | 8,942 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $399,218 | 9,169 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $428,530 | 9,035 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $450,424 | 7,944 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $254,107 | 4,340 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $226,330 | 3,859 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $206,737 | 3,725 | Shares | Sole | 2021-07-29 | |
| 2020-03-31 | $364,189 | 11,809 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||