Position in TFC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$838,308
-$35,612 QoQ
Shares Held
18,236
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Badgley Phelps Wealth Managers, LLC holds $3,165,212 across 7 Banks - Regional names. TFC ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
17,382 | $904,037 | |
| 2 | TFC |
Truist Financial Corp
This page
|
18,236 | $838,308 | |
| 3 | HFWA |
Heritage Financial Corp /Wa/
|
20,971 | $545,246 | |
| 4 | TSBK |
Timberland Bancorp Inc
|
6,866 | $270,726 | |
| 5 | BANR |
Banner Corp
|
4,099 | $248,727 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
5,242 | $234,160 | |
| 7 | RVSB |
Riverview Bancorp Inc
|
22,547 | $124,008 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $838,308 | 18,236 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $873,920 | 17,759 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $811,941 | 17,759 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $763,459 | 17,759 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,033,235 | 25,109 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,088,794 | 25,099 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,073,484 | 25,099 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $662,120 | 17,043 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $654,864 | 16,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $630,409 | 17,075 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $7,998,257 | 234,553 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,726,156 | 226,032 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $10,121,177 | 232,457 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,851,936 | 228,799 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $13,017,639 | 229,588 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,373,288 | 228,408 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $13,011,267 | 221,846 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||