Position in TFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,181,979
-$207,648 QoQ
Shares Held
23,725
-21.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#695
of 1,678 holders
Holding Since
Dec 2024
7 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, 2026HUB Investment Partners, LLC holds $16,088,517 across 32 Banks - Regional names. TFC ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRMK |
Trustmark Corp
|
31,636 | $1,455,572 | |
| 2 | TFC |
Truist Financial Corp
This page
|
23,725 | $1,181,979 | |
| 3 | USB |
US Bancorp De
|
19,421 | $1,173,028 | |
| 4 | HWC |
Hancock Whitney Corp
|
14,560 | $1,087,923 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3,777 | $929,972 | |
| 6 | MTB |
M&T Bank Corp
|
3,127 | $744,257 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
10,235 | $708,159 | |
| 8 | RF |
Regions Financial Corp
|
21,820 | $658,964 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,979 | 23,725 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,389,627 | 30,229 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $562,273 | 11,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $526,785 | 11,522 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $479,166 | 11,146 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $307,719 | 7,478 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $320,621 | 7,391 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||