Position in TFC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,025,239
-$89,754 QoQ
Shares Held
65,809
+4.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 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, 2026Principle Wealth Partners LLC holds $12,418,683 across 7 Banks - Regional names. TFC ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
23,716 | $4,935,062 | |
| 2 | TFC |
Truist Financial Corp
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|
65,809 | $3,025,239 | |
| 3 | USB |
US Bancorp \De\
|
34,218 | $1,779,678 | |
| 4 | MTB |
M&T Bank Corp
|
6,082 | $1,257,271 | |
| 5 | FULT |
Fulton Financial Corp
|
41,096 | $835,892 | |
| 6 | WASH |
Washington Trust Bancorp Inc
|
11,494 | $384,589 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,326 | $200,952 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,025,239 | 65,809 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,114,993 | 63,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,870,438 | 62,783 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,710,347 | 63,046 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,657,261 | 64,575 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,800,526 | 64,558 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,844,718 | 66,512 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,477,814 | 63,779 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,485,793 | 63,771 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,333,823 | 63,213 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,595,551 | 55,769 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $446,145 | 14,700 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $203,144 | 4,721 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $232,129 | 4,094 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $239,703 | 4,094 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $225,802 | 3,850 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $213,675 | 3,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $224,532 | 3,850 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||