Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$828,257
+$60,283 QoQ
Shares Held
16,625
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#803
of 1,681 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $5,024,956 across 10 Banks - Regional names. TFC ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
622 | $1,294,251 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,937 | $1,086,411 | |
| 3 | TFC |
Truist Financial Corp
This page
|
16,625 | $828,257 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,787 | $434,775 | |
| 5 | RF |
Regions Financial Corp
|
8,741 | $263,978 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,043 | $256,807 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
13,342 | $236,553 | |
| 8 | CBSH |
Commerce Bancshares Inc /Mo/
|
3,766 | $217,486 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,257 | 16,625 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $767,974 | 16,706 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $775,205 | 15,753 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $494,050 | 10,806 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $442,625 | 10,296 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $447,753 | 10,881 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $335,761 | 7,740 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $310,381 | 7,257 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $286,207 | 7,367 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $711,151 | 18,244 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,183,729 | 32,062 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $910,999 | 31,842 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,027,226 | 33,846 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,015,225 | 29,772 | Shares | Sole | 2023-04-12 | |
| 2022-03-31 | $281,458 | 4,964 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $453,263 | 7,772 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $351,854 | 7,341 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||