Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$398,659
+$175,337 QoQ
Shares Held
8,002
+64.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#293
of 487 holders
Holding Since
Mar 2021
15 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, 2026Abundance Wealth Counselors holds $9,577,884 across 11 Banks - Regional names. TFC ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBWM |
Mercantile Bank Corp
|
56,181 | $3,225,913 | |
| 2 | RF |
Regions Financial Corp
|
104,722 | $3,162,604 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,274 | $1,052,344 | |
| 4 | TFC |
Truist Financial Corp
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|
8,002 | $398,659 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
8,411 | $318,776 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
8,612 | $290,741 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
4,538 | $287,028 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
4,701 | $215,446 |
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,659 | 8,002 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $223,322 | 4,858 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $2,109,246 | 46,134 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,972,639 | 45,886 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,858,457 | 45,163 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,795,368 | 41,387 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,741,337 | 40,714 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,009,905 | 25,995 | Shares | Sole | 2024-07-17 | |
| 2023-03-31 | $582,905 | 17,094 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $644,331 | 14,974 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $602,506 | 13,838 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $641,870 | 13,533 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $713,966 | 12,592 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $387,718 | 6,622 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $181,258 | 3,108 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||