Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$287,760
+$24,812 QoQ
Shares Held
5,776
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,217
of 1,678 holders
Holding Since
Mar 2020
15 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, 2026Souders Financial Advisors holds $4,588,410 across 5 Banks - Regional names. TFC ranks #5 (6.3% of the industry book) .
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,760 | 5,776 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $262,948 | 5,720 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $428,422 | 8,706 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $379,841 | 8,308 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $236,273 | 5,496 | Shares | Sole | 2025-08-06 | |
| 2022-06-30 | $3,104,672 | 65,458 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,532,013 | 62,293 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,557,088 | 60,753 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,542,049 | 60,393 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,276,442 | 59,035 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,985,063 | 68,331 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,463,086 | 72,253 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,727,119 | 71,672 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,722,193 | 45,864 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $590,185 | 19,137 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||