Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,303,401
+$333,248 QoQ
Shares Held
86,379
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#100
of 659 holders
Holding Since
Sep 2020
24 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, 2026AM INVESTMENT STRATEGIES LLC holds $28,479,797 across 7 Banks - Regional names. TFC ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
217,900 | $13,161,160 | |
| 2 | TFC |
Truist Financial Corp
This page
|
86,379 | $4,303,401 | |
| 3 | ONB |
Old National Bancorp /In/
|
134,163 | $3,474,821 | |
| 4 | SBCF |
Seacoast Banking Corp Of Florida
|
76,543 | $2,545,054 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,508 | $2,472,367 | |
| 6 | FHN |
First Horizon Corp
|
89,030 | $2,282,729 | |
| 7 | PRK |
Park National Corp /Oh/
|
1,313 | $240,265 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303,401 | 86,379 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,970,153 | 86,364 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,250,562 | 86,376 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,977,594 | 86,999 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,743,483 | 87,078 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,521,040 | 85,566 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,709,857 | 85,520 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,757,087 | 87,844 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,410,952 | 87,798 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,420,261 | 87,744 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,330,442 | 90,207 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,694,661 | 94,186 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,892,263 | 95,297 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,279,908 | 96,185 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,072,660 | 94,647 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,119,145 | 94,606 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,432,001 | 93,443 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,296,403 | 93,411 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,464,530 | 93,331 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,472,396 | 93,306 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,560,767 | 100,194 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,873,815 | 100,717 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,862,067 | 101,441 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,422,978 | 89,960 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||