Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$379,628
+$41,611 QoQ
Shares Held
7,620
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,123
of 1,678 holders
Holding Since
Sep 2025
4 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, 2026Facet Wealth, Inc. holds $2,217,387 across 7 Banks - Regional names. TFC ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,063 | $507,951 | |
| 2 | TFC |
Truist Financial Corp
This page
|
7,620 | $379,628 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
8,259 | $378,509 | |
| 4 | USB |
US Bancorp De
|
5,822 | $351,648 | |
| 5 | RF |
Regions Financial Corp
|
8,735 | $263,797 | |
| 6 | FCCO |
First Community Corp /Sc/
|
7,419 | $242,452 | |
| 7 | LYG |
Lloyds Banking Group plc
|
16,021 | $93,402 |
All Filings in TFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,628 | 7,620 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $338,017 | 7,353 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $381,918 | 7,761 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $201,168 | 4,400 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||