Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$327,167
+$25,283 QoQ
Shares Held
6,567
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,173
of 1,681 holders
Holding Since
Jun 2020
24 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, 2026Meridian Financial Partners LLC holds $9,050,610 across 5 Banks - Regional names. TFC ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VABK |
Virginia National Bankshares Corp
|
127,161 | $5,643,405 | |
| 2 | USB |
US Bancorp \De\
|
26,187 | $1,581,694 | |
| 3 | JMSB |
John Marshall Bancorp, Inc.
|
57,619 | $1,256,094 | |
| 4 | TFC |
Truist Financial Corp
This page
|
6,567 | $327,167 | |
| 5 | COFS |
Choiceone Financial Services Inc
|
7,125 | $242,250 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,167 | 6,567 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $301,884 | 6,567 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $325,376 | 6,612 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $302,483 | 6,616 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $284,249 | 6,612 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $275,170 | 6,687 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $291,556 | 6,721 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $279,373 | 6,532 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $251,437 | 6,472 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $271,768 | 6,972 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $282,179 | 7,643 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $207,442 | 6,835 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $242,144 | 7,101 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $282,491 | 6,565 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $282,139 | 6,480 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $272,153 | 5,738 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $325,344 | 5,738 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $335,959 | 5,738 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $342,398 | 5,838 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $324,009 | 5,838 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $342,979 | 5,881 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $284,272 | 5,931 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $225,674 | 5,931 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $232,096 | 6,181 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||