Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,174,606
+$78,636 QoQ
Shares Held
23,577
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#698
of 1,678 holders
Holding Since
Mar 2020
24 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, 2026Certified Advisory Corp holds $1,593,660 across 2 Banks - Regional names. TFC ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
23,577 | $1,174,606 | |
| 2 | FITB |
Fifth Third Bancorp
|
7,434 | $419,054 |
All Filings in TFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,606 | 23,577 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,095,970 | 23,841 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,144,919 | 23,266 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,067,150 | 23,341 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,001,452 | 23,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $967,806 | 23,519 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,030,101 | 23,746 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,015,445 | 23,742 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $864,606 | 22,255 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $864,693 | 22,183 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $831,992 | 22,535 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $645,842 | 22,574 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $677,199 | 22,313 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $775,229 | 22,734 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $999,328 | 23,224 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,010,301 | 23,204 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,099,664 | 23,185 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,342,032 | 23,669 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,384,999 | 23,655 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $508,964 | 8,678 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $488,788 | 8,807 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $539,751 | 9,255 | Shares | Defined | 2021-05-10 | |
| 2020-06-30 | $313,279 | 8,343 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $287,675 | 9,328 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||