Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,084
+$9,120 QoQ
Shares Held
363
+86.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,554
of 1,678 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $5,009,093 across 12 Banks - Regional names. TFC ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
154,616 | $2,741,341 | |
| 2 | MTB |
M&T Bank Corp
|
7,226 | $1,719,860 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
2,606 | $402,679 | |
| 4 | KEY |
Keycorp /New/
|
1,542 | $35,543 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
122 | $30,038 | |
| 6 | WBS |
Webster Financial Corp
|
361 | $27,587 | |
| 7 | TFC |
Truist Financial Corp
This page
|
363 | $18,084 | |
| 8 | SFBS |
ServisFirst Bancshares, Inc.
|
103 | $8,935 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,084 | 363 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,964 | 195 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,595 | 195 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,915 | 195 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,383 | 195 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,024 | 195 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,459 | 195 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,710 | 40 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,554 | 40 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,559 | 40 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,476 | 40 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,062 | 35 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $24,211 | 710 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $32,057 | 745 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,784 | 730 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $41,026 | 865 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $47,911 | 845 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $49,474 | 845 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $49,559 | 845 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $48,784 | 879 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $72,608 | 1,245 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $59,672 | 1,245 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||