Position in TFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$33,279
+$2,572 QoQ
Shares Held
668
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,508
of 1,678 holders
Holding Since
Mar 2020
26 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, 2026Rosenberg Matthew Hamilton holds $858,017 across 14 Banks - Regional names. TFC ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
9,511 | $276,104 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,680 | $207,441 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
4,216 | $142,332 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
278 | $68,449 | |
| 5 | USB |
US Bancorp De
|
772 | $46,628 | |
| 6 | TFC |
Truist Financial Corp
This page
|
668 | $33,279 | |
| 7 | GBCI |
Glacier Bancorp, Inc.
|
492 | $25,377 | |
| 8 | ONB |
Old National Bancorp /In/
|
436 | $11,292 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,279 | 668 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $30,707 | 668 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $32,872 | 668 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $30,540 | 668 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,717 | 668 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $27,488 | 668 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $23,338 | 538 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $23,010 | 538 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $20,901 | 538 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $28,923 | 742 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $27,431 | 743 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $27,608 | 965 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $29,773 | 981 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $33,315 | 977 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $41,954 | 975 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $42,364 | 973 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $45,153 | 952 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $34,020 | 600 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $35,071 | 599 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $35,014 | 597 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $33,078 | 596 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $20,586 | 353 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $16,871 | 352 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $13,317 | 350 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $66,501 | 1,771 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $54,555 | 1,769 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||