Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$478,570
-$2,230 QoQ
Shares Held
9,606
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,019
of 1,678 holders
Holding Since
Sep 2021
14 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, 2026Keystone Financial Group holds $3,602,919 across 6 Banks - Regional names. TFC ranks #5 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
15,565 | $940,126 | |
| 2 | CTBI |
Community Trust Bancorp Inc /Ky/
|
10,091 | $730,184 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,659 | $654,698 | |
| 4 | PEBO |
Peoples Bancorp Inc
|
14,542 | $558,558 | |
| 5 | TFC |
Truist Financial Corp
This page
|
9,606 | $478,570 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
8,680 | $240,783 |
All Filings in TFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,570 | 9,606 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $480,800 | 10,459 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $416,464 | 8,463 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $385,602 | 8,434 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $372,508 | 8,665 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,359 | 6,643 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $294,897 | 6,798 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $289,809 | 6,776 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $241,724 | 6,222 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $237,310 | 6,088 | Shares | Sole | 2024-05-08 | |
| 2022-06-30 | $220,928 | 4,658 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $253,108 | 4,464 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $202,817 | 3,464 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $203,163 | 3,464 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||