Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,473
+$578 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,607
of 1,678 holders
Holding Since
Sep 2023
12 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, 2026Fortis Group Advisors, LLC holds $108,794 across 5 Banks - Regional names. TFC ranks #3 (6.9% of the industry book) .
All Filings in TFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,473 | 150 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,895 | 150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,381 | 150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,858 | 150 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,448 | 150 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,172 | 150 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,507 | 150 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,415 | 150 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,827 | 150 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,847 | 150 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,076 | 300 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $4,291 | 150 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||