Position in TFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,143,754
+$176,330 QoQ
Shares Held
43,030
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#537
of 1,656 holders
Holding Since
Mar 2025
6 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, 2026Apella Capital, LLC holds $7,668,883 across 14 Banks - Regional names. TFC ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
43,030 | $2,143,754 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,219 | $1,531,242 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,497 | $518,717 | |
| 4 | HOMB |
Home Bancshares Inc
|
14,534 | $414,945 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
7,618 | $392,936 | |
| 6 | NWBI |
Northwest Bancshares, Inc.
|
24,058 | $364,719 | |
| 7 | USB |
US Bancorp De
|
5,727 | $345,910 | |
| 8 | BMRC |
Bank of Marin Bancorp
|
12,000 | $332,400 |
All Filings in TFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,754 | 43,030 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,967,424 | 42,798 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $545,394 | 11,083 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $359,176 | 7,856 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $292,246 | 6,798 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $300,436 | 7,301 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||