Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$334,890
-$147,243 QoQ
Shares Held
6,722
-35.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,161
of 1,678 holders
Holding Since
Sep 2021
18 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, 2026Keudell/Morrison Wealth Management holds $4,721,202 across 6 Banks - Regional names. TFC ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
51,526 | $3,112,170 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,381 | $586,249 | |
| 3 | TFC |
Truist Financial Corp
This page
|
6,722 | $334,890 | |
| 4 | RF |
Regions Financial Corp
|
8,218 | $248,183 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
7,443 | $238,548 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
3,900 | $201,162 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,890 | 6,722 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $482,133 | 10,488 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $529,647 | 10,763 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $391,724 | 9,112 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $374,958 | 9,112 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $395,495 | 9,117 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $444,251 | 10,387 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $403,534 | 10,387 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $410,342 | 10,527 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $341,916 | 9,261 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299,003 | 10,451 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $210,932 | 6,950 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $248,930 | 7,300 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $269,324 | 6,259 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $281,355 | 6,462 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $271,584 | 5,726 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $200,094 | 3,529 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $202,401 | 3,451 | Shares | Sole | 2021-12-08 | |
| No filing history on record for this holder in this stock. | ||||||