Position in TFC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$559,638
+$41,113 QoQ
Shares Held
12,174
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 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, 2026U.S. Capital Wealth Advisors, LLC holds $9,215,582 across 16 Banks - Regional names. TFC ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,247 | $2,350,171 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,515 | $1,147,616 | |
| 3 | OBT |
Orange County Bancorp, Inc. /DE/
|
26,998 | $863,396 | |
| 4 | IBOC |
International Bancshares Corp
|
10,555 | $710,245 | |
| 5 | SSB |
SouthState Bank Corp
|
6,940 | $642,088 | |
| 6 | STEL |
Stellar Bancorp, Inc.
|
16,304 | $596,889 | |
| 7 | TFC |
Truist Financial Corp
This page
|
12,174 | $559,638 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
8,509 | $490,288 |
All Filings in TFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,638 | 12,174 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $518,525 | 10,537 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $468,584 | 10,249 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $840,239 | 19,545 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $749,958 | 18,225 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $368,296 | 8,490 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $288,398 | 6,743 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $261,887 | 6,741 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $260,776 | 6,690 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,349,523 | 144,895 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $1,265,727 | 29,415 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,300,496 | 29,869 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,718,146 | 99,476 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,768,487 | 101,737 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,616,901 | 78,854 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,653,877 | 79,350 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||