Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$85,142
+$17,153 QoQ
Shares Held
1,709
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#354
of 434 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $4,719,974 across 121 Banks - Regional names. TFC ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
44,079 | $2,273,594 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,051 | $1,525,708 | |
| 3 | CATY |
Cathay General Bancorp
|
4,253 | $263,643 | |
| 4 | TFC |
Truist Financial Corp
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|
1,709 | $85,142 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
311 | $76,574 | |
| 6 | MTB |
M&T Bank Corp
|
186 | $44,269 | |
| 7 | USB |
US Bancorp \De\
|
578 | $34,911 | |
| 8 | HDB |
Hdfc Bank Ltd
|
1,012 | $26,139 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,142 | 1,709 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $67,989 | 1,479 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $72,486 | 1,473 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $79,049 | 1,729 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $58,165 | 1,353 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $55,387 | 1,346 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $58,910 | 1,358 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||