Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$218,909
+$4,919 QoQ
Shares Held
4,394
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,341
of 1,678 holders
Holding Since
Dec 2025
3 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, 2026MONECO ADVISORS, LLC holds $10,941,417 across 9 Banks - Regional names. TFC ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAL |
Western Alliance Bancorporation
|
39,325 | $3,232,515 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
12,221 | $3,009,054 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
|
243,143 | $1,986,478 | |
| 4 | BBD |
Bank Bradesco
|
375,813 | $1,304,071 | |
| 5 | MTB |
M&T Bank Corp
|
2,200 | $523,622 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
111 | $230,967 | |
| 7 | USB |
US Bancorp De
|
3,680 | $222,272 | |
| 8 | TFC |
Truist Financial Corp
This page
|
4,394 | $218,909 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,909 | 4,394 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $213,990 | 4,655 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $238,816 | 4,853 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||