Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$213,777
+$154,947 QoQ
Shares Held
4,291
+304.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,363
of 1,681 holders
Holding Since
Mar 2020
4 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, 2026Red Door Wealth Management, LLC holds $4,625,407 across 7 Banks - Regional names. TFC ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
43,873 | $1,324,964 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
25,100 | $1,088,712 | |
| 3 | FHN |
First Horizon Corp
|
39,294 | $1,007,498 | |
| 4 | USB |
US Bancorp \De\
|
7,530 | $454,812 | |
| 5 | TFIN |
Triumph Financial, Inc.
|
3,725 | $284,254 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,021 | $251,390 | |
| 7 | TFC |
Truist Financial Corp
This page
|
4,291 | $213,777 |
All Filings in TFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,777 | 4,291 | Shares | Sole | 2026-07-13 | |
| 2021-06-30 | $58,830 | 1,060 | Shares | Sole | 2021-07-29 | |
| 2020-06-30 | $23,431 | 624 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $19,244 | 624 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||