Position in TFC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,523,324
+$2,389,723 QoQ
Shares Held
76,644
+232.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Fifth Third Wealth Advisors LLC holds $31,003,826 across 26 Banks - Regional names. TFC ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCCO |
First Community Corp /Sc/
|
288,406 | $8,430,107 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
27,584 | $5,739,954 | |
| 3 | TFC |
Truist Financial Corp
This page
|
76,644 | $3,523,324 | |
| 4 | SSB |
SouthState Bank Corp
|
38,072 | $3,522,421 | |
| 5 | RF |
Regions Financial Corp
|
59,248 | $1,547,557 | |
| 6 | USB |
US Bancorp De
|
22,107 | $1,149,785 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
|
8,607 | $626,847 | |
| 8 | WBS |
Webster Financial Corp
|
8,911 | $618,601 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,523,324 | 76,644 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,133,601 | 23,036 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,073,322 | 23,476 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,216,574 | 28,299 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,027,803 | 24,977 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $958,871 | 22,104 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $653,996 | 15,291 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $586,790 | 15,104 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||