Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$213,827
+$3,356 QoQ
Shares Held
4,292
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,359
of 1,678 holders
Holding Since
Dec 2025
2 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, 2026Mayflower Financial Advisors, LLC holds $2,087,980 across 7 Banks - Regional names. TFC ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
2,057 | $489,586 | |
| 2 | KEY |
Keycorp /New/
|
18,151 | $418,380 | |
| 3 | EBC |
Eastern Bankshares, Inc.
|
14,510 | $322,702 | |
| 4 | USB |
US Bancorp De
|
4,240 | $256,096 | |
| 5 | TFC |
Truist Financial Corp
This page
|
4,292 | $213,827 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,955 | $207,056 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
18,824 | $180,333 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,827 | 4,292 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $210,471 | 4,277 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||