Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$242,175
+$31,679 QoQ
Shares Held
4,861
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,296
of 1,678 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, 2026Sage Mountain Advisors LLC holds $391,575 across 2 Banks - Regional names. TFC ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
4,861 | $242,175 | |
| 2 | FLG |
Flagstar Bank, National Association
|
10,000 | $149,400 |
All Filings in TFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,175 | 4,861 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $210,496 | 4,579 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $661,579 | 13,444 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $556,503 | 12,172 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $342,587 | 7,969 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $379,197 | 9,215 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $459,133 | 10,584 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $432,447 | 10,111 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $374,747 | 9,646 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $315,699 | 8,099 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $294,843 | 7,986 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $227,735 | 7,960 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $234,423 | 7,724 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $220,490 | 6,466 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $300,607 | 6,986 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $237,467 | 5,454 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $283,821 | 5,984 | Shares | Sole | 2022-08-25 | |
| 2022-03-31 | $332,602 | 5,866 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $398,022 | 6,798 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $524,096 | 8,936 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $379,176 | 6,832 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $388,994 | 6,670 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $279,383 | 5,829 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||