Position in TFC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$200,381
-$10,384 QoQ
Shares Held
4,359
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Advisor OS, LLC holds $2,403,524 across 9 Banks - Regional names. TFC ranks #8 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
12,371 | $643,414 | |
| 2 | BHB |
Bar Harbor Bankshares
|
9,496 | $308,145 | |
| 3 | BOH |
Bank Of Hawaii Corp
|
3,914 | $290,614 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
4,013 | $240,658 | |
| 5 | FITB |
Fifth Third Bancorp
|
4,874 | $226,444 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,075 | $223,695 | |
| 7 | RF |
Regions Financial Corp
|
7,846 | $204,936 | |
| 8 | TFC |
Truist Financial Corp
This page
|
4,359 | $200,381 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,381 | 4,359 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $210,765 | 4,283 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||