Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$287,909
+$22,249 QoQ
Shares Held
5,779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,216
of 1,678 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Planning, LLC holds $629,035 across 2 Banks - Regional names. TFC ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
5,178 | $341,126 | |
| 2 | TFC |
Truist Financial Corp
This page
|
5,779 | $287,909 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,909 | 5,779 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $265,660 | 5,779 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $284,384 | 5,779 | Shares | Sole | 2026-03-17 | |
| No filing history on record for this holder in this stock. | ||||||