Position in TFC
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$175,053
-$34,680 QoQ
Shares Held
3,808
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 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, 2026Western Wealth Management, LLC holds $13,565,022 across 12 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
84,964 | $4,085,918 | |
| 2 | USB |
US Bancorp De
|
49,450 | $2,986,779 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
793 | $1,650,066 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
21,474 | $1,107,628 | |
| 5 | RF |
Regions Financial Corp
|
28,991 | $875,528 | |
| 6 | MTB |
M&T Bank Corp
|
3,169 | $754,253 | |
| 7 | AX |
Axos Financial, Inc.
|
4,800 | $467,472 | |
| 8 | FITB |
Fifth Third Bancorp
|
7,648 | $431,117 |
All Filings in TFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,053 | 3,808 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $209,733 | 4,262 | Shares | Sole | 2026-02-05 | |
| 2024-12-31 | $212,995 | 4,910 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $218,041 | 5,098 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $208,351 | 6,110 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $262,439 | 6,099 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $571,941 | 13,136 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $342,871 | 7,229 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $410,167 | 7,234 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $460,144 | 7,859 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $408,036 | 7,352 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||