Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$479,965
+$37,228 QoQ
Shares Held
9,634
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,016
of 1,678 holders
Holding Since
Sep 2024
8 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, 2026Trivium Point Advisory, LLC holds $5,546,547 across 7 Banks - Regional names. TFC ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
24,916 | $1,745,864 | |
| 2 | USB |
US Bancorp De
|
19,982 | $1,206,912 | |
| 3 | FITB |
Fifth Third Bancorp
|
19,378 | $1,092,337 | |
| 4 | RF |
Regions Financial Corp
|
19,394 | $585,698 | |
| 5 | TFC |
Truist Financial Corp
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|
9,634 | $479,965 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
901 | $221,844 | |
| 7 | KEY |
Keycorp /New/
|
9,281 | $213,927 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,965 | 9,634 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $442,737 | 9,631 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $512,423 | 10,413 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $433,882 | 9,490 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $327,497 | 7,618 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $388,332 | 9,437 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $417,749 | 9,630 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $290,493 | 6,792 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||