Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$979,311
-$8,124 QoQ
Shares Held
19,657
-8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#749
of 1,678 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026American Trust holds $57,715,436 across 11 Banks - Regional names. TFC ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRCE |
1St Source Corp
|
655,083 | $53,441,671 | |
| 2 | FIBK |
First Interstate Bancsystem Inc
|
28,570 | $1,101,659 | |
| 3 | TFC |
Truist Financial Corp
This page
|
19,657 | $979,311 | |
| 4 | SYBT |
Stock Yards Bancorp, Inc.
|
6,880 | $526,113 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,721 | $423,744 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,413 | $309,218 | |
| 7 | FBP |
First Bancorp /Pr/
|
8,325 | $217,032 | |
| 8 | USB |
US Bancorp De
|
3,539 | $213,755 |
All Filings in TFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,311 | 19,657 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $987,435 | 21,480 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,063,477 | 21,611 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $956,005 | 20,910 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $851,287 | 19,802 | Shares | Sole | 2025-09-03 | |
| 2025-03-31 | $746,749 | 18,147 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $787,216 | 18,147 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $810,534 | 18,951 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $734,420 | 18,904 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $736,877 | 18,904 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $697,935 | 18,904 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $540,843 | 18,904 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $573,736 | 18,904 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $644,626 | 18,904 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $935,558 | 21,742 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $961,231 | 22,077 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,052,803 | 22,197 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,384,443 | 24,417 | Shares | Sole | 2022-06-08 | |
| 2021-12-31 | $1,447,121 | 24,716 | Shares | Sole | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||