Position in TFC
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$4,138,725
-$319,701 QoQ
Shares Held
90,031
-0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Signature Wealth Management Group holds $4,138,725 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
90,031 | $4,138,725 |
All Filings in TFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,138,725 | 90,031 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $4,458,426 | 90,600 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,173,275 | 91,279 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,824,949 | 88,973 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,683,665 | 89,518 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,824,207 | 88,156 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,738,996 | 87,421 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,416,469 | 87,940 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,389,233 | 86,948 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,029,987 | 82,069 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $2,357,648 | 77,682 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,534,891 | 74,337 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,166,104 | 73,579 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,187,781 | 73,215 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,363,071 | 70,906 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,915,021 | 69,048 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,854,639 | 65,835 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,025,618 | 68,638 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,858,082 | 69,515 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $4,110,335 | 70,479 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,482,210 | 72,652 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,698,658 | 70,924 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,646,561 | 70,481 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $433,425 | 14,054 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||