Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,603
-$162,437 QoQ
Shares Held
815
-80.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,500
of 1,678 holders
Holding Since
Dec 2020
22 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, 2026NFSG Corp holds $2,024,966 across 15 Banks - Regional names. TFC ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
4,849 | $796,108 | |
| 2 | VLY |
Valley National Bancorp
|
49,899 | $731,020 | |
| 3 | USB |
US Bancorp De
|
1,990 | $120,196 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
36 | $74,908 | |
| 5 | HOMB |
Home Bancshares Inc
|
2,232 | $63,723 | |
| 6 | NU |
Nu Holdings Ltd.
|
4,000 | $53,440 | |
| 7 | TFC |
Truist Financial Corp
This page
|
815 | $40,603 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
571 | $40,009 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,603 | 815 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $203,040 | 4,126 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $195,178 | 4,269 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $182,922 | 4,255 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $163,859 | 3,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $193,127 | 4,452 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $21,513 | 503 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,568 | 375 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $69,774 | 1,790 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $55,380 | 1,500 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $100,592 | 3,516 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $103,432 | 3,408 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $36,896 | 1,082 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $32,659 | 759 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $27,125 | 623 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,505 | 95 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,329 | 94 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $40,575 | 693 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $38,767 | 661 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $38,461 | 693 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $37,908 | 650 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $26,601 | 555 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||