Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$719,151
-$661,741 QoQ
Shares Held
14,435
-51.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#864
of 1,681 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $9,354,766 across 13 Banks - Regional names. TFC ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,958 | $2,698,078 | |
| 2 | USB |
US Bancorp \De\
|
36,451 | $2,201,640 | |
| 3 | RF |
Regions Financial Corp
|
35,466 | $1,071,073 | |
| 4 | TFC |
Truist Financial Corp
This page
|
14,435 | $719,151 | |
| 5 | NU |
Nu Holdings Ltd.
|
36,124 | $482,616 | |
| 6 | HDB |
Hdfc Bank Ltd
|
17,254 | $445,670 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
47,266 | $386,163 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
4,358 | $355,133 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,151 | 14,435 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,380,892 | 30,039 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,025,188 | 41,154 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,645,188 | 35,984 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,559,376 | 36,273 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,529,422 | 37,167 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,592,609 | 36,713 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,606,526 | 37,562 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,470,161 | 37,842 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,423,081 | 36,508 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,332,701 | 36,097 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,014,510 | 35,460 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,239,979 | 40,856 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,511,005 | 44,311 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,428,466 | 33,197 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,308,159 | 30,045 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,267,851 | 26,731 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,353,031 | 23,863 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,369,250 | 23,386 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,466,132 | 24,998 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,152,735 | 20,770 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,254,579 | 21,512 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $830,435 | 17,326 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $644,757 | 16,945 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $604,968 | 16,111 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $355,862 | 11,539 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||