Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,746,951
+$867,913 QoQ
Shares Held
38,002
+112.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Beacon Pointe Advisors, LLC holds $72,099,864 across 52 Banks - Regional names. TFC ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
541,505 | $24,189,028 | |
| 2 | USB |
US Bancorp De
|
132,084 | $6,869,688 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
30,850 | $6,419,576 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,395 | $3,515,958 | |
| 5 | SSB |
SouthState Bank Corp
|
30,957 | $2,864,141 | |
| 6 | FITB |
Fifth Third Bancorp
|
48,541 | $2,255,214 | |
| 7 | TFC |
Truist Financial Corp
This page
|
38,002 | $1,746,951 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
12,369 | $1,695,542 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,746,951 | 38,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $879,038 | 17,863 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $374,995 | 8,202 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,480,962 | 34,449 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,398,277 | 33,980 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,522,160 | 35,089 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $639,967 | 14,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $824,513 | 21,223 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,573,427 | 40,365 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,559,759 | 42,247 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,474,536 | 86,492 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,122,616 | 36,989 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,150,295 | 33,733 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,966,686 | 45,705 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,881,363 | 43,210 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,167,442 | 24,614 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,327,099 | 58,679 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,111,805 | 18,989 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,191,650 | 20,318 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,377,510 | 24,820 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $544,300 | 9,333 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $426,385 | 8,896 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $225,179 | 5,918 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $209,040 | 5,567 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||