Position in TFC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$637,098
+$65,508 QoQ
Shares Held
12,788
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#916
of 1,678 holders
Holding Since
Mar 2020
20 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, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. TFC ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
This page
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,930 | $485,585 |
All Filings in TFC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,098 | 12,788 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $571,590 | 12,434 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $664,433 | 13,502 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $561,304 | 12,277 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $406,857 | 9,464 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $336,360 | 8,174 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $360,314 | 8,306 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $373,553 | 8,734 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $312,742 | 8,050 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $303,537 | 7,787 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $285,428 | 7,731 | Shares | Sole | 2024-01-12 | |
| 2022-06-30 | $121,231 | 2,556 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $203,949 | 3,597 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $179,762 | 3,065 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $119,935 | 2,161 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $134,835 | 2,312 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $94,709 | 1,976 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $75,415 | 1,982 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,064,912 | 54,991 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,353,043 | 43,873 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||