Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,469,713
+$258,985 QoQ
Shares Held
69,645
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#435
of 1,681 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $4,731,684 across 13 Banks - Regional names. TFC ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
69,645 | $3,469,713 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,889 | $711,329 | |
| 3 | LOB |
Live Oak Bancshares, Inc.
|
2,850 | $116,394 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
2,728 | $115,421 | |
| 5 | SSB |
SouthState Bank Corp
|
587 | $58,641 | |
| 6 | FITB |
Fifth Third Bancorp
|
979 | $55,186 | |
| 7 | FCBC |
First Community Bankshares Inc /Va/
|
1,141 | $50,683 | |
| 8 | KEY |
Keycorp /New/
|
2,183 | $50,318 |
All Filings in TFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,469,713 | 69,645 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,210,728 | 69,844 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,437,170 | 69,847 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,193,404 | 69,847 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,002,722 | 69,847 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,885,684 | 70,126 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,041,892 | 70,122 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $790,432 | 18,481 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,852,638 | 73,427 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,913,793 | 74,751 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,773,245 | 75,115 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,224,341 | 77,747 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,914,965 | 96,045 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,863,445 | 83,972 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,384,438 | 78,653 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,592,006 | 82,499 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,912,121 | 82,482 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,713,130 | 83,124 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,797,177 | 81,933 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $355,008 | 6,053 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,476,186 | 80,652 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,488,015 | 76,955 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,434,711 | 71,661 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||