Position in TFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$206,405
-$13,219 QoQ
Shares Held
4,490
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
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, 2026Trek Financial, LLC holds $14,196,420 across 3 Banks - Regional names. TFC ranks #3 (1.5% of the industry book) .
All Filings in TFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,405 | 4,490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $219,624 | 4,463 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||