Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,366,088
+$1,121,327 QoQ
Shares Held
67,565
+38.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#445
of 1,685 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $80,627,164 across 284 Banks - Regional names. TFC ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
158,506 | $8,256,577 | |
| 2 | STBA |
S&T Bancorp Inc
|
167,179 | $8,205,145 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
26,499 | $6,524,583 | |
| 4 | USB |
US Bancorp De
|
83,586 | $5,048,594 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
60,335 | $4,227,673 | |
| 6 | TFC |
Truist Financial Corp
This page
|
67,565 | $3,366,088 | |
| 7 | FITB |
Fifth Third Bancorp
|
46,256 | $2,607,450 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
146,313 | $2,594,129 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,366,088 | 67,565 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,244,761 | 48,831 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,029,617 | 41,244 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,103,805 | 46,015 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,973,928 | 45,916 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,191,909 | 28,965 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,213,165 | 27,966 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,475,137 | 34,490 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $935,818 | 24,088 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $993,912 | 25,498 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $952,757 | 25,806 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,173,415 | 75,967 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,280,832 | 75,151 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,133,466 | 62,565 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $570,835 | 13,266 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $553,306 | 12,708 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $625,317 | 13,184 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $670,817 | 11,831 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $687,669 | 11,745 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $701,805 | 11,966 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $602,230 | 10,851 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $604,311 | 10,362 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $460,751 | 9,613 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $380,576 | 10,002 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $435,204 | 11,590 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $452,792 | 14,682 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||