Position in TFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$579,008
+$44,745 QoQ
Shares Held
11,622
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#949
of 1,678 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Nalls Sherbakoff Group, LLC holds $8,655,572 across 6 Banks - Regional names. TFC ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONB |
Old National Bancorp /In/
|
143,773 | $3,723,720 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
11,026 | $2,714,821 | |
| 3 | RF |
Regions Financial Corp
|
53,250 | $1,608,150 | |
| 4 | TFC |
Truist Financial Corp
This page
|
11,622 | $579,008 | |
| 5 | FHN |
First Horizon Corp
|
1,101 | $28,229 | |
| 6 | WAL |
Western Alliance Bancorporation
|
20 | $1,644 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,008 | 11,622 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $534,263 | 11,622 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $571,918 | 11,622 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $531,357 | 11,622 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $499,629 | 11,622 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $478,245 | 11,622 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $441,637 | 11,962 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $337,426 | 11,794 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $347,780 | 11,459 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $390,751 | 11,459 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||