Position in TFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$459,141
-$420,448 QoQ
Shares Held
9,216
-51.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,036
of 1,681 holders
Holding Since
Jun 2024
9 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, 2026Elevated Capital Advisors, LLC holds $5,522,763 across 24 Banks - Regional names. TFC ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
20,413 | $1,052,902 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
8,287 | $580,670 | |
| 3 | USB |
US Bancorp \De\
|
9,347 | $564,558 | |
| 4 | KEY |
Keycorp /New/
|
23,521 | $542,159 | |
| 5 | FITB |
Fifth Third Bancorp
|
9,131 | $514,714 | |
| 6 | RF |
Regions Financial Corp
|
15,324 | $462,784 | |
| 7 | TFC |
Truist Financial Corp
This page
|
9,216 | $459,141 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
25,567 | $453,302 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,141 | 9,216 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $879,589 | 19,134 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $835,684 | 16,982 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $757,351 | 16,565 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $779,150 | 18,124 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $745,802 | 18,124 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $764,746 | 17,629 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $770,202 | 18,008 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $746,114 | 19,205 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||