Position in TFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$459,788
+$36,175 QoQ
Shares Held
9,229
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,034
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, 2026MTM Investment Management, LLC holds $6,752,793 across 11 Banks - Regional names. TFC ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
88,979 | $5,138,537 | |
| 2 | PRK |
Park National Corp /Oh/
|
4,796 | $877,620 | |
| 3 | TFC |
Truist Financial Corp
This page
|
9,229 | $459,788 | |
| 4 | UCB |
United Community Banks Inc
|
4,045 | $141,939 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
483 | $48,725 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,500 | $26,595 | |
| 7 | FBNC |
First Bancorp /Nc/
|
364 | $23,270 | |
| 8 | SSB |
SouthState Bank Corp
|
197 | $19,680 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,788 | 9,229 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $423,613 | 9,215 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $452,830 | 9,202 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $425,013 | 9,296 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $398,130 | 9,261 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $380,431 | 9,245 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $400,397 | 9,230 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $394,168 | 9,216 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $357,420 | 9,200 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $357,914 | 9,182 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $439,754 | 11,911 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $388,838 | 13,591 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $505,024 | 16,640 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $748,051 | 21,937 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,124,201 | 26,126 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,191,385 | 27,363 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,297,257 | 27,351 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,550,234 | 27,341 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,602,103 | 27,363 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,615,396 | 27,543 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,528,081 | 27,533 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,546,879 | 26,524 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,277,861 | 26,661 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||