Position in TFC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$740,392
-$7,988,378 QoQ
Shares Held
16,106
-91.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Derivatives in TFC
reported options exposure · as of Dec 31, 2023CallValue
$14,768
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $6,593,360 across 4 Banks - Regional names.
All Filings in TFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $740,392 | 16,106 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $8,728,770 | 190,918 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,543,957 | 105,698 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,699,302 | 89,898 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,398,128 | 78,334 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,071,447 | 95,194 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,198,519 | 108,070 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $8,746,332 | 224,380 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,978,042 | 216,090 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $14,768 | 400 | Call | Sole | 2024-01-24 | |
| 2023-09-30 | $11,444 | 400 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $325,381 | 11,373 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||