Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$271,618
+$67,052 QoQ
Shares Held
5,452
+22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,245
of 1,681 holders
Holding Since
Mar 2020
17 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, 2026Capital Square, LLC holds $3,105,727 across 3 Banks - Regional names. TFC ranks #3 (8.7% of the industry book) .
All Filings in TFC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,618 | 5,452 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $204,566 | 4,450 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $233,452 | 4,744 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $215,706 | 4,718 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $244,914 | 5,697 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $233,238 | 5,668 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $245,660 | 5,663 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $239,939 | 5,610 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $226,029 | 5,818 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $234,854 | 6,025 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,929 | 5,984 | Shares | Sole | 2024-01-26 | |
| 2023-03-31 | $217,012 | 6,364 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $250,606 | 5,824 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $251,835 | 5,784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $226,715 | 4,780 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $217,161 | 3,830 | Shares | Sole | 2022-05-09 | |
| 2020-03-31 | $77,346 | 2,508 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||