Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$411,463
+$31,797 QoQ
Shares Held
8,259
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,091
of 1,678 holders
Holding Since
Dec 2020
16 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, 2026Cassia Capital Partners, LLC holds $411,463 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
8,259 | $411,463 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,463 | 8,259 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $379,666 | 8,259 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $223,363 | 5,149 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $312,691 | 7,311 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $284,032 | 7,311 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $568,406 | 14,582 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $538,367 | 14,582 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $549,655 | 19,212 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $583,842 | 19,237 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $656,152 | 19,242 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $828,542 | 19,255 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $492,829 | 11,319 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $440,956 | 9,297 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $501,568 | 8,846 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $539,713 | 9,218 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $360,002 | 7,511 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||