Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,892
+$2,310 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,521
of 1,685 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $10,225,319 across 23 Banks - Regional names. TFC ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
38,566 | $6,378,430 | |
| 2 | BFC |
Bank First Corp
|
16,497 | $2,447,329 | |
| 3 | ASB |
Associated Banc-Corp
|
19,378 | $596,261 | |
| 4 | UMBF |
Umb Financial Corp
|
3,818 | $545,057 | |
| 5 | USB |
US Bancorp De
|
1,548 | $93,499 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,952 | $34,608 | |
| 7 | TFC |
Truist Financial Corp
This page
|
600 | $29,892 | |
| 8 | KEY |
Keycorp /New/
|
1,280 | $29,504 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,892 | 600 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $27,582 | 600 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,276 | 473 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,288 | 400 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $21,495 | 500 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $18,229 | 443 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||