Position in TFC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$19,778
+$1,712 QoQ
Shares Held
397
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,541
of 1,678 holders
Holding Since
Sep 2023
8 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, 2026Orion Capital Management LLC holds $1,119,012 across 7 Banks - Regional names. TFC ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
25,200 | $336,672 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
4,475 | $313,563 | |
| 3 | USB |
US Bancorp De
|
5,000 | $302,000 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,092 | $110,160 | |
| 5 | BANC |
Banc Of California, Inc.
|
1,800 | $36,774 | |
| 6 | TFC |
Truist Financial Corp
This page
|
397 | $19,778 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
1 | $65 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,778 | 397 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $18,066 | 393 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,142 | 389 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,602 | 385 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,100 | 328 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,332 | 324 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,326 | 215 | Shares | Sole | 2025-02-18 | |
| 2023-09-30 | $3,690 | 129 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||