Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,793,221
+$177,606 QoQ
Shares Held
35,994
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#584
of 1,677 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Old Port Advisors holds $8,600,454 across 6 Banks - Regional names. TFC ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
44,672 | $3,130,167 | |
| 2 | TFC |
Truist Financial Corp
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|
35,994 | $1,793,221 | |
| 3 | MTB |
M&T Bank Corp
|
7,295 | $1,736,282 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
5,858 | $1,442,356 | |
| 5 | CAC |
Camden National Corp
|
5,423 | $294,035 | |
| 6 | USB |
US Bancorp De
|
3,384 | $204,393 |
All Filings in TFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,221 | 35,994 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,615,615 | 35,145 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,533,088 | 31,154 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,314,358 | 28,748 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $883,702 | 20,556 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $209,535 | 5,092 | Shares | Sole | 2025-05-06 | |
| 2021-03-31 | $282,677 | 4,847 | Shares | Sole | 2021-04-08 | |
| No filing history on record for this holder in this stock. | ||||||