Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$405,185
-$102,598 QoQ
Shares Held
8,133
-26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,103
of 1,689 holders
Holding Since
Mar 2024
10 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, 2026CreativeOne Wealth, LLC holds $7,647,684 across 13 Banks - Regional names. TFC ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
28,239 | $1,705,635 | |
| 2 | RF |
Regions Financial Corp
|
40,469 | $1,222,163 | |
| 3 | FSUN |
Firstsun Capital Bancorp
|
21,739 | $843,038 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
15,254 | $753,089 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,594 | $638,693 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,600 | $597,521 | |
| 7 | TFC |
Truist Financial Corp
This page
|
8,133 | $405,185 | |
| 8 | BUSE |
First Busey Corp /Nv/
|
11,756 | $346,801 |
All Filings in TFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,185 | 8,133 | Shares | Other | 2026-08-13 | |
| 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. | ||||||