Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$625,739
+$48,356 QoQ
Shares Held
12,560
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#921
of 1,678 holders
Holding Since
Jun 2025
5 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, 2026Wolff Financial Management LLC holds $1,434,495 across 2 Banks - Regional names. TFC ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
13,390 | $808,756 | |
| 2 | TFC |
Truist Financial Corp
This page
|
12,560 | $625,739 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,739 | 12,560 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $577,383 | 12,560 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $618,077 | 12,560 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $574,243 | 12,560 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $541,072 | 12,586 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||