Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$215,471
+$2,638 QoQ
Shares Held
4,325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,354
of 1,678 holders
Holding Since
Dec 2020
11 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, 2026Insight Advisors, LLC/ PA holds $674,846 across 2 Banks - Regional names. TFC ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
10,500 | $459,375 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,325 | $215,471 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,471 | 4,325 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $212,833 | 4,325 | Shares | Sole | 2026-02-11 | |
| 2022-12-31 | $205,511 | 4,776 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $207,947 | 4,776 | Shares | Sole | 2022-12-12 | |
| 2022-06-30 | $226,525 | 4,776 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $323,757 | 5,710 | Shares | Sole | 2022-06-02 | |
| 2021-12-31 | $334,320 | 5,710 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $334,891 | 5,710 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $319,180 | 5,751 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $338,897 | 5,811 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $273,919 | 5,715 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||