Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$294,685
+$48,424 QoQ
Shares Held
5,915
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,193
of 1,656 holders
Holding Since
Dec 2022
15 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, 2026Continuum Advisory, LLC holds $2,453,013 across 45 Banks - Regional names. TFC ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
7,298 | $511,370 | |
| 2 | USB |
US Bancorp De
|
7,744 | $467,737 | |
| 3 | TFC |
Truist Financial Corp
This page
|
5,915 | $294,685 | |
| 4 | RF |
Regions Financial Corp
|
9,065 | $273,763 | |
| 5 | LYG |
Lloyds Banking Group plc
|
37,450 | $218,333 | |
| 6 | KEY |
Keycorp /New/
|
6,416 | $147,888 | |
| 7 | WTFC |
Wintrust Financial Corp
|
597 | $95,949 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
367 | $90,362 |
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,685 | 5,915 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $246,261 | 5,357 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $278,873 | 5,667 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $229,514 | 5,020 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $239,110 | 5,562 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $393,599 | 9,565 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $394,063 | 9,084 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $346,608 | 8,104 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $290,869 | 7,487 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $290,362 | 7,449 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $436,837 | 11,832 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $296,685 | 10,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $314,638 | 10,367 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $353,344 | 10,362 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $412,958 | 9,597 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||