Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$35,621
+$2,753 QoQ
Shares Held
715
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,507
of 1,681 holders
Holding Since
Mar 2023
14 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, 2026Atlantic Private Wealth, LLC holds $159,673 across 4 Banks - Regional names. TFC ranks #3 (22.3% of the industry book) .
All Filings in TFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,621 | 715 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $32,868 | 715 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $35,185 | 715 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,689 | 715 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $30,737 | 715 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $29,422 | 715 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $31,016 | 715 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $30,580 | 715 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $582 | 15 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $584 | 15 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $553 | 15 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $429 | 15 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $455 | 15 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $511 | 15 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||