Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$238,139
+$13,162 QoQ
Shares Held
4,780
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,305
of 1,681 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, 2026Sound Income Strategies, LLC holds $62,812,393 across 6 Banks - Regional names. TFC ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
99,822 | $23,758,634 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
298,104 | $20,888,147 | |
| 3 | PFS |
Provident Financial Services Inc
|
569,907 | $13,472,601 | |
| 4 | WSBC |
Wesbanco Inc
|
100,631 | $3,927,627 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
15,857 | $527,245 | |
| 6 | TFC |
Truist Financial Corp
This page
|
4,780 | $238,139 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,139 | 4,780 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $224,977 | 4,894 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $252,004 | 5,121 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $218,998 | 4,790 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $221,226 | 5,146 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $179,825 | 4,370 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $204,319 | 4,710 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $204,269 | 4,776 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $147,047 | 3,785 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $145,863 | 3,742 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $174,262 | 4,720 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,713,715 | 94,852 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,617,201 | 86,234 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,703,991 | 196,598 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,297,268 | 146,346 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $43,540 | 1,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $46,386 | 978 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $44,112 | 778 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $45,551 | 778 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $45,629 | 778 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $43,179 | 778 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $46,889 | 804 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $38,535 | 804 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $30,592 | 804 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $30,190 | 804 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,375 | 304 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||