Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,039,566
+$989,363 QoQ
Shares Held
141,300
+7.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#73
of 700 holders
Holding Since
Jun 2020
22 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, 2026Cornerstone Wealth Group, LLC holds $15,676,331 across 11 Banks - Regional names. TFC ranks #1 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
141,300 | $7,039,566 | |
| 2 | NWFL |
Norwood Financial Corp
|
166,585 | $5,355,707 | |
| 3 | NU |
Nu Holdings Ltd.
|
51,322 | $685,661 | |
| 4 | MTB |
M&T Bank Corp
|
1,865 | $443,888 | |
| 5 | VLY |
Valley National Bancorp
|
29,194 | $427,692 | |
| 6 | USB |
US Bancorp De
|
6,309 | $381,063 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,672 | $319,730 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,155 | $284,384 |
All Filings in TFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,039,566 | 141,300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,050,203 | 131,612 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,978,076 | 141,802 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,402,674 | 140,041 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,029,046 | 140,243 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,664,462 | 137,654 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,468,612 | 126,063 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,218,709 | 122,018 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,696,693 | 120,893 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,576,329 | 117,402 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,251,485 | 115,154 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $226,595 | 5,266 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $238,425 | 5,476 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $282,445 | 5,955 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,998,030 | 70,512 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,691,811 | 63,054 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,618,294 | 61,693 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,315,903 | 59,746 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,243,641 | 55,618 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $281,349 | 5,870 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $214,868 | 5,647 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $234,574 | 6,247 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||