Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,654,741
+$900,658 QoQ
Shares Held
233,937
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#255
of 1,678 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Systematic Alpha Investments, LLC holds $16,098,426 across 10 Banks - Regional names. TFC ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
233,937 | $11,654,741 | |
| 2 | RF |
Regions Financial Corp
|
29,615 | $894,373 | |
| 3 | ABCB |
Ameris Bancorp
|
9,100 | $821,366 | |
| 4 | KB |
KB Financial Group Inc.
|
6,600 | $692,736 | |
| 5 | WBS |
Webster Financial Corp
|
7,792 | $595,464 | |
| 6 | KEY |
Keycorp /New/
|
14,601 | $336,553 | |
| 7 | IBN |
Icici Bank Ltd
|
11,300 | $328,039 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
3,860 | $270,470 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,654,741 | 233,937 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,754,083 | 233,937 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,512,039 | 233,937 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,695,599 | 233,937 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,056,951 | 233,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,626,507 | 233,937 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,148,187 | 233,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,005,485 | 233,937 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,088,452 | 233,937 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,118,864 | 233,937 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,636,954 | 233,937 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,692,937 | 233,937 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,099,987 | 233,937 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,977,251 | 233,937 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,066,309 | 233,937 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,185,616 | 233,937 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,095,631 | 233,937 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $13,264,227 | 233,937 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,697,011 | 233,937 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $13,720,405 | 233,937 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,992,161 | 234,093 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,792,958 | 219,358 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,628,442 | 159,158 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||