Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$416,644
+$35,185 QoQ
Shares Held
8,363
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,086
of 1,681 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $3,457,278 across 55 Banks - Regional names. TFC ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
12,776 | $720,183 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
59,566 | $486,654 | |
| 3 | TFC |
Truist Financial Corp
This page
|
8,363 | $416,644 | |
| 4 | HDB |
Hdfc Bank Ltd
|
11,592 | $299,421 | |
| 5 | USB |
US Bancorp De
|
3,633 | $219,433 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
6,300 | $174,762 | |
| 7 | MNSB |
MainStreet Bancshares, Inc.
|
6,257 | $154,485 | |
| 8 | MTB |
M&T Bank Corp
|
570 | $135,665 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,644 | 8,363 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $381,459 | 8,298 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $408,689 | 8,305 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $385,191 | 8,425 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $361,201 | 8,402 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $603,217 | 14,659 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,036,131 | 23,885 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,054,066 | 24,645 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $884,614 | 22,770 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,430,838 | 36,707 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,072,710 | 29,055 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $812,466 | 28,398 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $528,757 | 17,422 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $632,827 | 18,558 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $381,977 | 8,877 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $336,738 | 7,734 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,114,367 | 23,495 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,105,214 | 37,129 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,145,213 | 36,639 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,240,547 | 38,202 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,128,203 | 38,346 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,168,454 | 37,182 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||