Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,498,907
-$578,953 QoQ
Shares Held
70,231
-20.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#435
of 1,689 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $37,709,058 across 36 Banks - Regional names. TFC ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,763 | $5,112,264 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
102,216 | $4,433,619 | |
| 3 | USB |
US Bancorp \De\
|
67,342 | $4,067,456 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
69,235 | $3,571,141 | |
| 5 | TFC |
Truist Financial Corp
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|
70,231 | $3,498,907 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
71,404 | $3,272,445 | |
| 7 | BPOP |
Popular, Inc.
|
7,044 | $1,156,483 | |
| 8 | TBBK |
Bancorp, Inc.
|
18,042 | $1,130,150 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,498,907 | 70,231 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,077,860 | 88,707 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,424,372 | 89,908 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,620,813 | 210,429 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,193,850 | 190,599 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,207,956 | 175,163 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,489,695 | 126,549 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,749,522 | 111,048 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,243,624 | 109,231 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,188,673 | 107,457 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,923,968 | 106,283 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,958,932 | 103,423 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,709,403 | 56,323 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,795,774 | 52,662 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,890,910 | 43,944 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,578,194 | 36,247 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,405,872 | 29,641 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,166,375 | 20,571 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $487,721 | 8,330 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $347,149 | 5,919 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $353,590 | 6,371 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $185,457 | 3,180 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $118,243 | 2,467 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $73,322 | 1,927 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $71,720 | 1,910 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $58,534 | 1,898 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||