Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$498
+$39 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,669
of 1,678 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $680,090 across 8 Banks - Regional names. TFC ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
7,086 | $427,994 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,033 | $166,023 | |
| 3 | BUSE |
First Busey Corp /Nv/
|
2,016 | $59,472 | |
| 4 | FITB |
Fifth Third Bancorp
|
321 | $18,094 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
27 | $6,647 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
50 | $886 | |
| 7 | TFC |
Truist Financial Corp
This page
|
10 | $498 | |
| 8 | MTB |
M&T Bank Corp
|
2 | $476 |
All Filings in TFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498 | 10 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $459 | 10 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $492 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $457 | 10 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $429 | 10 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $411 | 10 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $433 | 10 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $427 | 10 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $388 | 10 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $389 | 10 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $369 | 10 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $286 | 10 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||