Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$253,533
New position
Shares Held
5,089
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,277
of 1,681 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sharp Wealth Advisory, LLC holds $553,675 across 2 Banks - Regional names. TFC ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,219 | $300,142 | |
| 2 | TFC |
Truist Financial Corp
This page
|
5,089 | $253,533 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,533 | 5,089 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||