Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$424,466
+$12,989 QoQ
Shares Held
8,520
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,080
of 1,689 holders
Holding Since
Mar 2020
22 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $10,104,880 across 21 Banks - Regional names. TFC ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,065 | $1,493,324 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
15,275 | $1,070,319 | |
| 3 | USB |
US Bancorp \De\
|
16,048 | $969,299 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,460 | $758,740 | |
| 5 | PB |
Prosperity Bancshares Inc
|
7,043 | $514,350 | |
| 6 | LYG |
Lloyds Banking Group plc
|
77,863 | $453,941 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
|
9,365 | $443,245 | |
| 8 | TFC |
Truist Financial Corp
This page
|
8,520 | $424,466 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,466 | 8,520 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $411,477 | 8,951 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $462,869 | 9,406 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $449,107 | 9,823 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $354,151 | 8,238 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $249,574 | 6,065 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $273,337 | 6,301 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $272,102 | 6,362 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $258,313 | 6,649 | Shares | Sole | 2024-07-02 | |
| 2023-12-31 | $674,528 | 18,270 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $818,846 | 28,621 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $995,328 | 32,795 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,137,473 | 33,357 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,741,983 | 40,483 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,682,385 | 38,640 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,576,620 | 33,241 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,905,516 | 33,607 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,887,534 | 32,238 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,613,050 | 27,503 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $1,565,892 | 26,850 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,318,170 | 27,502 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $197,715 | 6,411 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||