Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,647
+$443 QoQ
Shares Held
294
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,575
of 1,686 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $1,316,235 across 65 Banks - Regional names. TFC ranks #18 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
4,748 | $267,644 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
7,724 | $260,762 | |
| 3 | FNB |
Fnb Corp/Pa/
|
11,469 | $218,828 | |
| 4 | USB |
US Bancorp \De\
|
1,174 | $70,909 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
3,056 | $62,128 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
198 | $48,751 | |
| 7 | IBN |
Icici Bank Ltd
|
1,332 | $38,667 | |
| 8 | LYG |
Lloyds Banking Group plc
|
5,203 | $30,333 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,647 | 294 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,204 | 309 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,284 | 209 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $365 | 8 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,910 | 184 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,279 | 104 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,988 | 115 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,619 | 108 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,167 | 133 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,755 | 122 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,541 | 123 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,519 | 123 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,280 | 174 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $34,639 | 805 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||