Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$67,655
-$1,805 QoQ
Shares Held
1,358
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,456
of 1,678 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $4,553,180 across 14 Banks - Regional names. TFC ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
33,027 | $1,994,830 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,582 | $1,866,840 | |
| 3 | QCRH |
Qcr Holdings Inc
|
4,295 | $418,118 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,496 | $86,394 | |
| 5 | WASH |
Washington Trust Bancorp Inc
|
1,906 | $69,530 | |
| 6 | TFC |
Truist Financial Corp
This page
|
1,358 | $67,655 | |
| 7 | WTFC |
Wintrust Financial Corp
|
114 | $18,322 | |
| 8 | NIC |
Nicolet Bankshares Inc
|
95 | $15,712 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,655 | 1,358 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $69,460 | 1,511 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $59,593 | 1,211 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $55,366 | 1,211 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $98,103 | 2,282 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $95,097 | 2,311 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||