Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$507,783
-$176,334 QoQ
Shares Held
11,046
-20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CreativeOne Wealth, LLC holds $8,210,823 across 15 Banks - Regional names. TFC ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
37,733 | $1,962,493 | |
| 2 | RF |
Regions Financial Corp
|
47,216 | $1,233,281 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,771 | $732,720 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
15,388 | $655,221 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,827 | $588,270 | |
| 6 | FSUN |
Firstsun Capital Bancorp
|
14,486 | $528,159 | |
| 7 | TFC |
Truist Financial Corp
This page
|
11,046 | $507,783 | |
| 8 | CBU |
Community Financial System, Inc.
|
7,637 | $447,910 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $507,783 | 11,046 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $684,117 | 13,902 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $624,443 | 13,658 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $493,782 | 11,486 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $434,708 | 10,564 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $322,225 | 7,428 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $591,594 | 13,832 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $296,891 | 7,642 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $515,978 | 13,237 | Shares | Other | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||