Position in TFC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$381,459
-$27,230 QoQ
Shares Held
8,298
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Spire Wealth Management holds $2,953,566 across 51 Banks - Regional names. TFC ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
13,366 | $620,984 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
60,259 | $504,970 | |
| 3 | TFC |
Truist Financial Corp
This page
|
8,298 | $381,459 | |
| 4 | USB |
US Bancorp De
|
3,863 | $200,914 | |
| 5 | HDB |
Hdfc Bank Ltd
|
7,622 | $189,635 | |
| 6 | MNSB |
MainStreet Bancshares, Inc.
|
6,562 | $145,676 | |
| 7 | NRIM |
Northrim Bancorp Inc
|
6,300 | $144,144 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
7,372 | $115,371 |
All Filings in TFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||