Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$437,170
-$25,747 QoQ
Shares Held
8,775
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,065
of 1,689 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $32,885,933 across 7 Banks - Regional names. TFC ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
121,779 | $29,984,425 | |
| 2 | AMAL |
Amalgamated Financial Corp.
|
47,995 | $2,202,970 | |
| 3 | TFC |
Truist Financial Corp
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|
8,775 | $437,170 | |
| 4 | MCB |
Metropolitan Bank Holding Corp.
|
1,500 | $148,140 | |
| 5 | USB |
US Bancorp \De\
|
1,025 | $61,910 | |
| 6 | FITB |
Fifth Third Bancorp
|
710 | $40,022 | |
| 7 | BBT |
Beacon Financial Corp
|
371 | $11,296 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,170 | 8,775 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $462,917 | 10,070 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $431,817 | 8,775 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $402,656 | 8,807 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $377,237 | 8,775 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $361,091 | 8,775 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $563,940 | 13,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $556,010 | 13,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $505,050 | 13,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $506,740 | 13,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $479,960 | 13,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $371,930 | 13,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $394,550 | 13,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $487,459 | 14,295 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||