Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$784,366
+$19,564 QoQ
Shares Held
15,744
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#829
of 1,681 holders
Holding Since
Mar 2022
10 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, 2026Aaron Wealth Advisors LLC holds $21,613,854 across 31 Banks - Regional names. TFC ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
213,939 | $2,049,535 | |
| 2 | HDB |
Hdfc Bank Ltd
|
62,141 | $1,605,102 | |
| 3 | IBN |
Icici Bank Ltd
|
52,972 | $1,537,777 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
21,830 | $1,529,628 | |
| 5 | USB |
US Bancorp \De\
|
23,940 | $1,445,976 | |
| 6 | KB |
KB Financial Group Inc.
|
11,412 | $1,197,803 | |
| 7 | LYG |
Lloyds Banking Group plc
|
196,676 | $1,146,621 | |
| 8 | NWG |
NatWest Group plc
|
63,031 | $1,111,236 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,366 | 15,744 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $764,802 | 16,637 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $843,410 | 17,139 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $611,093 | 13,366 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $349,680 | 8,134 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $357,634 | 8,691 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $334,546 | 7,712 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $320,133 | 7,485 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $224,824 | 5,787 | Shares | Sole | 2024-07-22 | |
| 2022-03-31 | $8,310,462 | 146,569 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||