Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$808,827
+$198,116 QoQ
Shares Held
16,235
+22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#812
of 1,678 holders
Holding Since
Sep 2020
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, 2026Adams Wealth Management holds $808,827 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
16,235 | $808,827 |
All Filings in TFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,827 | 16,235 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $610,711 | 13,285 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $550,463 | 11,186 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $533,643 | 11,672 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $593,777 | 13,812 | Shares | Sole | 2025-09-25 | |
| 2020-09-30 | $3,120 | 82 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||