Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,006,563
+$78,199 QoQ
Shares Held
20,204
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#739
of 1,678 holders
Holding Since
Mar 2020
26 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, 2026Legacy Financial Advisors, Inc. holds $16,280,877 across 14 Banks - Regional names. TFC ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,248 | $4,000,582 | |
| 2 | FITB |
Fifth Third Bancorp
|
61,376 | $3,459,765 | |
| 3 | USB |
US Bancorp De
|
36,474 | $2,203,029 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
45,933 | $1,553,913 | |
| 5 | TFC |
Truist Financial Corp
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|
20,204 | $1,006,563 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
479 | $996,698 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,011 | $691,665 | |
| 8 | MTB |
M&T Bank Corp
|
2,866 | $682,136 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,563 | 20,204 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $928,364 | 20,195 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $994,288 | 20,205 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $958,108 | 20,956 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $968,220 | 22,522 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,513,044 | 36,769 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,723,877 | 39,739 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,672,873 | 85,875 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,302,910 | 85,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,473,079 | 89,099 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,245,747 | 87,913 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $511,375 | 17,874 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $546,087 | 17,993 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $649,639 | 19,051 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $836,417 | 19,438 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $894,485 | 20,544 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $959,271 | 20,225 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,134,056 | 20,001 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,144,945 | 19,555 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,145,493 | 19,531 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,061,826 | 19,132 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,150,070 | 19,720 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,598,417 | 33,349 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,589,881 | 41,784 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,586,900 | 42,261 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,319,057 | 42,771 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||