Position in TFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$736,623
-$14,764 QoQ
Shares Held
16,024
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WCG Wealth Advisors LLC holds $9,244,913 across 6 Banks - Regional names. TFC ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
296,610 | $4,641,946 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
206,688 | $1,641,102 | |
| 3 | EQBK |
Equity Bancshares Inc
|
19,628 | $871,679 | |
| 4 | TFC |
Truist Financial Corp
This page
|
16,024 | $736,623 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,343 | $705,675 | |
| 6 | USB |
US Bancorp De
|
12,457 | $647,888 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $736,623 | 16,024 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $751,387 | 15,269 | Shares | Sole | 2026-02-10 | |
| 2023-12-31 | $477,523 | 12,934 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $400,768 | 14,008 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $1,139,622 | 33,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,401,271 | 32,565 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,318,913 | 30,292 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $17,982 | 413 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $1,475,167 | 31,102 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||