Position in TFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$415,448
+$32,656 QoQ
Shares Held
8,339
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,089
of 1,681 holders
Holding Since
Jun 2020
22 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, 2026Ballew Advisors, Inc holds $1,576,393 across 3 Banks - Regional names. TFC ranks #2 (26.4% of the industry book) .
All Filings in TFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,448 | 8,339 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $382,792 | 8,327 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $409,230 | 8,316 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $379,658 | 8,304 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $357,805 | 8,323 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $341,915 | 8,309 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $353,937 | 8,159 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $394,253 | 9,218 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $217,637 | 5,602 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $218,365 | 5,602 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $206,825 | 5,602 | Shares | Sole | 2024-01-18 | |
| 2022-12-31 | $241,054 | 5,602 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $310,309 | 7,127 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $338,033 | 7,127 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $404,100 | 7,127 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $417,285 | 7,127 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $417,998 | 7,127 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $395,548 | 7,127 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $831,292 | 14,254 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $310,394 | 6,476 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $246,411 | 6,476 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $243,173 | 6,476 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||