Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,250,482
+$103,807 QoQ
Shares Held
25,100
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#683
of 1,685 holders
Holding Since
Sep 2020
24 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, 2026Founders Financial Alliance, LLC holds $14,594,904 across 11 Banks - Regional names. TFC ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBNC |
First Bancorp /Nc/
|
119,089 | $7,613,359 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,283 | $2,669,653 | |
| 3 | TFC |
Truist Financial Corp
This page
|
25,100 | $1,250,482 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
31,703 | $562,094 | |
| 5 | WSBC |
Wesbanco Inc
|
12,269 | $478,859 | |
| 6 | UBCP |
United Bancorp Inc /Oh/
|
28,984 | $460,265 | |
| 7 | NEWT |
NewtekOne, Inc.
|
28,897 | $427,964 | |
| 8 | FNB |
Fnb Corp/Pa/
|
16,757 | $319,723 |
All Filings in TFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250,482 | 25,100 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,146,675 | 24,944 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,264,697 | 25,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,179,347 | 25,795 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,159,010 | 26,960 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,113,148 | 27,051 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,177,810 | 27,151 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,165,952 | 27,261 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,082,632 | 27,867 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $1,087,386 | 27,896 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,074,113 | 29,093 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $800,851 | 27,992 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $841,150 | 27,715 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $780,549 | 22,890 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,285,822 | 29,882 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,295,489 | 29,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,216,057 | 25,639 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,644,583 | 29,005 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,763,526 | 30,120 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,805,006 | 30,776 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,710,994 | 30,829 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,765,902 | 30,280 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,351,177 | 28,191 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,025,938 | 26,963 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||