Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,211,273
+$33,108 QoQ
Shares Held
24,313
-5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#688
of 1,678 holders
Holding Since
Dec 2022
15 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, 2026Meeder Advisory Services, Inc. holds $20,188,207 across 24 Banks - Regional names. TFC ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,512 | $3,080,704 | |
| 2 | FITB |
Fifth Third Bancorp
|
43,975 | $2,478,870 | |
| 3 | USB |
US Bancorp De
|
31,887 | $1,925,974 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
23,478 | $1,645,103 | |
| 5 | TFC |
Truist Financial Corp
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|
24,313 | $1,211,273 | |
| 6 | KEY |
Keycorp /New/
|
51,516 | $1,187,443 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
61,697 | $1,093,887 | |
| 8 | MTB |
M&T Bank Corp
|
4,117 | $979,887 |
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,273 | 24,313 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,178,165 | 25,629 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,093,446 | 22,220 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,124,666 | 24,599 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,118,083 | 26,008 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,107,511 | 26,914 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,231,341 | 28,385 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,201,708 | 28,097 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,032,244 | 26,570 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $732,512 | 18,792 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $624,686 | 16,920 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $395,304 | 13,817 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $508,483 | 16,754 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $751,564 | 22,040 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,004,277 | 23,339 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||