Position in TFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$260,603
-$18,368 QoQ
Shares Held
5,669
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Visionary Wealth Advisors holds $4,379,395 across 5 Banks - Regional names. TFC ranks #5 (6.0% of the industry book) .
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,603 | 5,669 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $278,971 | 5,669 | Shares | Sole | 2026-02-13 | |
| 2022-06-30 | $627,024 | 13,220 | Shares | Sole | 2022-08-12 | |
| 2021-03-31 | $280,227 | 4,805 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $262,081 | 5,468 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||